NCFCX Mutual Fund

NCFCX Mutual Fund

NAV$17.18
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Returns Overview

1 Month
-2.77%
3 Months
-2.67%
6 Months
-0.14%
YTD
-0.30%
1 Year
+1.14%
3 Years (annualized)
+7.66%
5 Years (annualized)
+3.31%
10 Years (annualized)
+4.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCFCX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
-0.30%
Peer Avg (YTD)
+0.50%
vs Peers
-0.80%

NCFCX Mutual Fund Performance

NCFCX performance across multiple time periods: 1-month -2.77%, YTD -0.30%, 1-year 1.14%, 3-year 7.66%, 5-year 3.31%, 10-year 4.23%.

NCFCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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