NWCAX Mutual Fund

NWCAX Mutual Fund

NAV$55.57
See how much of NWCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.06%
3 Months
+1.17%
6 Months
+22.84%
YTD
+8.92%
1 Year
+9.42%
3 Years (annualized)
+19.87%
5 Years (annualized)
+9.33%
10 Years (annualized)
+16.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWCAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+8.68%
vs Peers
+0.24%

NWCAX Mutual Fund Performance

NWCAX performance across multiple time periods: 1-month 2.06%, YTD 8.92%, 1-year 9.42%, 3-year 19.87%, 5-year 9.33%, 10-year 16.72%.

NWCAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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