NCBIX Mutual Fund

NCBIX Mutual Fund

NAV$23.93
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Returns Overview

1 Month
-0.79%
3 Months
+1.07%
6 Months
+2.93%
YTD
+3.60%
1 Year
+8.86%
3 Years (annualized)
+8.42%
5 Years (annualized)
+3.57%
10 Years (annualized)
+5.39%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Aggregate Bond Index(^BBUINTAGB)
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+3.39%
vs Peers
+0.21%

NCBIX Mutual Fund Performance

NCBIX performance across multiple time periods: 1-month -0.79%, YTD 3.60%, 1-year 8.86%, 3-year 8.42%, 5-year 3.57%, 10-year 5.39%.

NCBIX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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