NCIRX Mutual Fund

NCIRX Mutual Fund

NAV$7.53
See how much of NCIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.41%
3 Months
-0.44%
6 Months
-1.47%
YTD
+0.70%
1 Year
+2.56%
3 Years (annualized)
+5.03%
5 Years (annualized)
-0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCIRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+2.15%
vs Peers
-1.45%

NCIRX Mutual Fund Performance

NCIRX performance across multiple time periods: 1-month 0.41%, YTD 0.70%, 1-year 2.56%, 3-year 5.03%, 5-year -0.92%.

NCIRX returns trail the peer average of 2.15% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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