NCEGX Mutual Fund

NAV$25.20

Returns Overview

1 Month
-2.46%
3 Months
+11.14%
6 Months
+2.98%
YTD
+2.85%
1 Year
+12.65%
3 Years (annualized)
+17.20%
5 Years (annualized)
+9.98%
10 Years (annualized)
+14.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCEGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.85%
Peer Avg (YTD)
+8.97%
vs Peers
-6.12%

NCEGX Mutual Fund Performance

NCEGX performance across multiple time periods: 1-month -2.46%, YTD 2.85%, 1-year 12.65%, 3-year 17.20%, 5-year 9.98%, 10-year 14.17%.

NCEGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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