NCAVX Mutual Fund

NCAVX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
+3.81%
3 Months
+11.57%
6 Months
+7.35%
YTD
+13.36%
1 Year
+17.23%
3 Years (annualized)
+7.35%
5 Years (annualized)
+5.24%
10 Years (annualized)
+7.54%

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)
+13.36%
Peer Avg (YTD)
+9.54%
vs Peers
+3.82%

NCAVX Mutual Fund Performance

NCAVX performance across multiple time periods: 1-month 3.81%, YTD 13.36%, 1-year 17.23%, 3-year 7.35%, 5-year 5.24%, 10-year 7.54%.

NCAVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.29%, 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.