NCIAX Mutual Fund

NAV$29.69

Returns Overview

1 Month
+1.47%
3 Months
+19.96%
6 Months
+23.27%
YTD
+21.29%
1 Year
+38.24%
3 Years (annualized)
+18.69%
5 Years (annualized)
+7.60%
10 Years (annualized)
+13.68%

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
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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+21.29%
Peer Avg (YTD)
+18.00%
vs Peers
+3.28%

NCIAX Mutual Fund Performance

NCIAX performance across multiple time periods: 1-month 1.47%, YTD 21.29%, 1-year 38.24%, 3-year 18.69%, 5-year 7.60%, 10-year 13.68%.

NCIAX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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