NLCCX Mutual Fund

NLCCX Mutual Fund

NAV$31.40
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Returns Overview

1 Month
+2.31%
3 Months
+0.06%
6 Months
+20.69%
YTD
+7.57%
1 Year
+8.31%
3 Years (annualized)
+19.69%
5 Years (annualized)
+8.65%
10 Years (annualized)
+14.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NLCCX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+8.68%
vs Peers
-1.11%

NLCCX Mutual Fund Performance

NLCCX performance across multiple time periods: 1-month 2.31%, YTD 7.57%, 1-year 8.31%, 3-year 19.69%, 5-year 8.65%, 10-year 14.28%.

NLCCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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