NCAVX Mutual Fund

NCAVX Mutual Fund

NAV$13.85
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Returns Overview

1 Month
+1.91%
3 Months
+11.25%
6 Months
+3.51%
YTD
+15.52%
1 Year
+16.80%
3 Years (annualized)
+9.93%
5 Years (annualized)
+5.54%
10 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCAVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.52%
Peer Avg (YTD)
+9.89%
vs Peers
+5.63%

NCAVX Mutual Fund Performance

NCAVX performance across multiple time periods: 1-month 1.91%, YTD 15.52%, 1-year 16.80%, 3-year 9.93%, 5-year 5.54%, 10-year 7.67%.

NCAVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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