NCIGX Mutual Fund

NAV$39.47

Returns Overview

1 Month
-0.59%
3 Months
+5.81%
6 Months
+5.03%
YTD
+4.06%
1 Year
+17.64%
3 Years (annualized)
+15.62%
5 Years (annualized)
+9.37%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCIGX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+8.71%
vs Peers
-4.65%

NCIGX Mutual Fund Performance

NCIGX performance across multiple time periods: 1-month -0.59%, YTD 4.06%, 1-year 17.64%, 3-year 15.62%, 5-year 9.37%, 10-year 8.02%.

NCIGX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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