NCTWX Mutual Fund

NCTWX Mutual Fund

NAV$31.91
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Returns Overview

1 Month
-3.20%
3 Months
+3.21%
6 Months
+14.25%
YTD
+5.11%
1 Year
+3.39%
3 Years (annualized)
+7.17%
5 Years (annualized)
+2.70%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCTWX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+6.72%
vs Peers
-1.61%

NCTWX Mutual Fund Performance

NCTWX performance across multiple time periods: 1-month -3.20%, YTD 5.11%, 1-year 3.39%, 3-year 7.17%, 5-year 2.70%, 10-year 9.86%.

NCTWX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

NCTWX vs another fund shows side-by-side returns. NCTWX alternatives are available in the Mutual Fund Screener.