NCBIX Mutual Fund

NCBIX Mutual Fund

NAV$23.46
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Returns Overview

1 Month
+1.10%
3 Months
-0.25%
6 Months
+1.88%
YTD
+4.23%
1 Year
+7.71%
3 Years (annualized)
+4.58%
5 Years (annualized)
-0.30%
10 Years (annualized)
+1.58%

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)
+4.23%
Peer Avg (YTD)
+3.78%
vs Peers
+0.45%

NCBIX Mutual Fund Performance

NCBIX performance across multiple time periods: 1-month 1.10%, YTD 4.23%, 1-year 7.71%, 3-year 4.58%, 5-year -0.30%, 10-year 1.58%.

NCBIX returns outperform the peer average of 3.78% 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.