NCIAX Mutual Fund

NCIAX Mutual Fund

NAV$28.65
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Returns Overview

1 Month
-5.14%
3 Months
+2.60%
6 Months
+10.55%
YTD
+16.93%
1 Year
+27.32%
3 Years (annualized)
+15.75%
5 Years (annualized)
+6.73%
10 Years (annualized)
+12.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCIAX 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 Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+16.93%
Peer Avg (YTD)
+13.29%
vs Peers
+3.64%

NCIAX Mutual Fund Performance

NCIAX performance across multiple time periods: 1-month -5.14%, YTD 16.93%, 1-year 27.32%, 3-year 15.75%, 5-year 6.73%, 10-year 12.59%.

NCIAX returns outperform the peer average of 13.29% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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