NCDCX Mutual Fund

NAV$9.44

Returns Overview

1 Month
+0.11%
3 Months
-0.74%
6 Months
-0.74%
YTD
-0.11%
1 Year
+3.84%
3 Years (annualized)
-1.47%
5 Years (annualized)
+2.66%
10 Years (annualized)
+2.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCDCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+3.02%
vs Peers
-3.12%

NCDCX Mutual Fund Performance

NCDCX performance across multiple time periods: 1-month 0.11%, YTD -0.11%, 1-year 3.84%, 3-year -1.47%, 5-year 2.66%, 10-year 2.56%.

NCDCX returns trail the peer average of 3.02% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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