NCDMX Mutual Fund

NAV$8.82

Returns Overview

1 Month
+0.11%
3 Months
-0.68%
6 Months
-0.23%
YTD
+0.68%
1 Year
+5.62%
3 Years (annualized)
-0.69%
5 Years (annualized)
+4.22%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCDMX 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 Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+5.34%
vs Peers
-4.66%

NCDMX Mutual Fund Performance

NCDMX performance across multiple time periods: 1-month 0.11%, YTD 0.68%, 1-year 5.62%, 3-year -0.69%, 5-year 4.22%, 10-year 4.05%.

NCDMX returns trail the peer average of 5.34% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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