NCITX Mutual Fund

NAV$9.88

Returns Overview

1 Month
+0.46%
3 Months
+1.46%
6 Months
+0.89%
YTD
+0.89%
1 Year
+4.86%
3 Years (annualized)
+3.47%
5 Years (annualized)
+0.62%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCITX 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
Bloomberg Barclays California Intermediate Municipal Bond Index(^BBCAIMUB)
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+1.98%
vs Peers
-1.09%

NCITX Mutual Fund Performance

NCITX performance across multiple time periods: 1-month 0.46%, YTD 0.89%, 1-year 4.86%, 3-year 3.47%, 5-year 0.62%, 10-year 1.50%.

NCITX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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