NWCCX Mutual Fund

NWCCX Mutual Fund

NAV$32.94
See how much of NWCCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.83%
3 Months
-1.62%
6 Months
+2.64%
YTD
+3.08%
1 Year
-1.07%
3 Years (annualized)
+20.57%
5 Years (annualized)
+7.33%
10 Years (annualized)
+15.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWCCX 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)
+3.08%
Peer Avg (YTD)
+5.14%
vs Peers
-2.06%

NWCCX Mutual Fund Performance

NWCCX performance across multiple time periods: 1-month -4.83%, YTD 3.08%, 1-year -1.07%, 3-year 20.57%, 5-year 7.33%, 10-year 15.78%.

NWCCX returns trail the peer average of 5.14% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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