NCAVX Mutual Fund

NAV$14.53

Returns Overview

1 Month
+5.16%
3 Months
+8.25%
6 Months
+9.38%
YTD
+9.20%
1 Year
+14.14%
3 Years (annualized)
+6.33%
5 Years (annualized)
+6.92%
10 Years (annualized)
+9.08%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.20%
Peer Avg (YTD)
+10.82%
vs Peers
-1.62%

NCAVX Mutual Fund Performance

NCAVX performance across multiple time periods: 1-month 5.16%, YTD 9.20%, 1-year 14.14%, 3-year 6.33%, 5-year 6.92%, 10-year 9.08%.

NCAVX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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