NWCFX Mutual Fund

NWCFX Mutual Fund

NAV$64.37
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Returns Overview

1 Month
+2.08%
3 Months
+1.23%
6 Months
+23.02%
YTD
+9.17%
1 Year
+9.76%
3 Years (annualized)
+20.30%
5 Years (annualized)
+9.72%
10 Years (annualized)
+17.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWCFX 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
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+8.68%
vs Peers
+0.49%

NWCFX Mutual Fund Performance

NWCFX performance across multiple time periods: 1-month 2.08%, YTD 9.17%, 1-year 9.76%, 3-year 20.30%, 5-year 9.72%, 10-year 17.17%.

NWCFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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