NEWCX Mutual Fund

NAV$98.69

Returns Overview

1 Month
-4.18%
3 Months
+2.21%
6 Months
+4.97%
YTD
+9.55%
1 Year
+28.28%
3 Years (annualized)
+16.64%
5 Years (annualized)
+5.32%
10 Years (annualized)
+9.93%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+23.08%
vs Peers
-13.53%

NEWCX Mutual Fund Performance

NEWCX performance across multiple time periods: 1-month -4.18%, YTD 9.55%, 1-year 28.28%, 3-year 16.64%, 5-year 5.32%, 10-year 9.93%.

NEWCX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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