NCBGX Mutual Fund

NCBGX Mutual Fund

NAV$131.40
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Returns Overview

1 Month
+1.76%
3 Months
+0.96%
6 Months
+7.12%
YTD
+8.02%
1 Year
+12.86%
3 Years (annualized)
+13.29%
5 Years (annualized)
+6.15%
10 Years (annualized)
+8.47%

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)
+8.02%
Peer Avg (YTD)
+6.28%
vs Peers
+1.73%

NCBGX Mutual Fund Performance

NCBGX performance across multiple time periods: 1-month 1.76%, YTD 8.02%, 1-year 12.86%, 3-year 13.29%, 5-year 6.15%, 10-year 8.47%.

NCBGX returns outperform the peer average of 6.28% 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.