NCBIX Mutual Fund

NAV$23.89

Returns Overview

3 Months
+6.12%
6 Months
+4.47%
YTD
+4.43%
1 Year
+10.37%
3 Years (annualized)
+9.22%
5 Years (annualized)
+3.94%
10 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCBIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Aggregate Bond Index(^BBUINTAGB)
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+4.14%
vs Peers
+0.28%

NCBIX Mutual Fund Performance

NCBIX performance across multiple time periods: YTD 4.43%, 1-year 10.37%, 3-year 9.22%, 5-year 3.94%, 10-year 5.67%.

NCBIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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