NCAVX Mutual Fund

NCAVX Mutual Fund

NAV$15.21
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Returns Overview

1 Month
+6.22%
3 Months
+2.74%
6 Months
+14.63%
YTD
+16.47%
1 Year
+21.13%
3 Years (annualized)
+13.94%
5 Years (annualized)
+8.39%
10 Years (annualized)
+9.73%

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)
+16.47%
Peer Avg (YTD)
+8.01%
vs Peers
+8.46%

NCAVX Mutual Fund Performance

NCAVX performance across multiple time periods: 1-month 6.22%, YTD 16.47%, 1-year 21.13%, 3-year 13.94%, 5-year 8.39%, 10-year 9.73%.

NCAVX returns outperform the peer average of 8.01% 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.