NCEGX Mutual Fund

NCEGX Mutual Fund

NAV$25.28
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Returns Overview

1 Month
+2.27%
3 Months
+3.13%
6 Months
+5.09%
YTD
+5.18%
1 Year
+12.06%
3 Years (annualized)
+16.88%
5 Years (annualized)
+9.91%
10 Years (annualized)
+13.99%

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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.18%
Peer Avg (YTD)
+6.23%
vs Peers
-1.06%

NCEGX Mutual Fund Performance

NCEGX performance across multiple time periods: 1-month 2.27%, YTD 5.18%, 1-year 12.06%, 3-year 16.88%, 5-year 9.91%, 10-year 13.99%.

NCEGX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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