NCEGX Mutual Fund

NCEGX Mutual Fund

NAV$25.44
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Returns Overview

1 Month
+3.28%
3 Months
+3.03%
6 Months
+11.17%
YTD
+8.63%
1 Year
+14.26%
3 Years (annualized)
+18.64%
5 Years (annualized)
+9.98%
10 Years (annualized)
+14.28%

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)
+8.63%
Peer Avg (YTD)
+8.51%
vs Peers
+0.12%

NCEGX Mutual Fund Performance

NCEGX performance across multiple time periods: 1-month 3.28%, YTD 8.63%, 1-year 14.26%, 3-year 18.64%, 5-year 9.98%, 10-year 14.28%.

NCEGX returns outperform the peer average of 8.51% 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.