NEWCX Mutual Fund

NEWCX Mutual Fund

NAV$99.57
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Returns Overview

1 Month
-1.15%
3 Months
-1.67%
6 Months
+16.08%
YTD
+12.42%
1 Year
+18.57%
3 Years (annualized)
+17.24%
5 Years (annualized)
+5.62%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEWCX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+20.47%
vs Peers
-8.05%

NEWCX Mutual Fund Performance

NEWCX performance across multiple time periods: 1-month -1.15%, YTD 12.42%, 1-year 18.57%, 3-year 17.24%, 5-year 5.62%, 10-year 9.44%.

NEWCX returns trail the peer average of 20.47% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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