NCBGX Mutual Fund

NCBGX Mutual Fund

NAV$133.49
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Returns Overview

1 Month
-0.73%
3 Months
+2.26%
6 Months
+5.26%
YTD
+6.15%
1 Year
+12.94%
3 Years (annualized)
+12.08%
5 Years (annualized)
+6.12%
10 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCBGX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.15%
Peer Avg (YTD)
+5.54%
vs Peers
+0.61%

NCBGX Mutual Fund Performance

NCBGX performance across multiple time periods: 1-month -0.73%, YTD 6.15%, 1-year 12.94%, 3-year 12.08%, 5-year 6.12%, 10-year 8.32%.

NCBGX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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