NCGFX Mutual Fund

NAV$75.69

Returns Overview

1 Month
-0.15%
3 Months
+15.85%
6 Months
+10.65%
YTD
+10.37%
1 Year
+22.35%
3 Years (annualized)
+16.54%
5 Years (annualized)
+10.12%
10 Years (annualized)
+13.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCGFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+9.51%
vs Peers
+0.86%

NCGFX Mutual Fund Performance

NCGFX performance across multiple time periods: 1-month -0.15%, YTD 10.37%, 1-year 22.35%, 3-year 16.54%, 5-year 10.12%, 10-year 13.65%.

NCGFX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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