NCITX Mutual Fund

NCITX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-1.58%
3 Months
-0.87%
6 Months
-1.59%
YTD
-0.70%
1 Year
+2.97%
3 Years (annualized)
+2.81%
5 Years (annualized)
+0.16%
10 Years (annualized)
+1.34%

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
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🏦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 California Intermediate Municipal Bond Index(^BBCAIMUB)
This Mutual Fund (YTD)
-0.70%
Peer Avg (YTD)
+0.39%
vs Peers
-1.09%

NCITX Mutual Fund Performance

NCITX performance across multiple time periods: 1-month -1.58%, YTD -0.70%, 1-year 2.97%, 3-year 2.81%, 5-year 0.16%, 10-year 1.34%.

NCITX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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