NCICX Mutual Fund

NCICX Mutual Fund

NAV$21.08
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Returns Overview

1 Month
-0.83%
3 Months
-0.64%
6 Months
-0.78%
YTD
-0.39%
1 Year
+2.55%
3 Years (annualized)
+3.15%
5 Years (annualized)
+0.11%
10 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCICX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Intermediate Aggregate Bond Index(^BBUINTAGB)
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+0.12%
vs Peers
-0.52%

NCICX Mutual Fund Performance

NCICX performance across multiple time periods: 1-month -0.83%, YTD -0.39%, 1-year 2.55%, 3-year 3.15%, 5-year 0.11%, 10-year 1.12%.

NCICX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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