NWSCX Mutual Fund

NAV$20.75

Returns Overview

1 Month
-0.10%
3 Months
-4.50%
6 Months
-9.31%
YTD
+1.09%
1 Year
+0.59%
3 Years (annualized)
-3.37%
5 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWSCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
-1.90%
vs Peers
+2.99%

NWSCX Mutual Fund Performance

NWSCX performance across multiple time periods: 1-month -0.10%, YTD 1.09%, 1-year 0.59%, 3-year -3.37%, 5-year 2.07%.

NWSCX returns outperform the peer average of -1.90% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

NWSCX performance comparison shows side-by-side returns with another fund. NWSCX alternatives are available in the Mutual Fund Screener.