NCMAX Mutual Fund

NCMAX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
-1.47%
3 Months
-0.56%
6 Months
-0.95%
YTD
+0.01%
1 Year
+3.88%
3 Years (annualized)
+2.67%
5 Years (annualized)
+0.57%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCMAX 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 California 3-15 Year Blend Municipal Bond Index
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+0.39%
vs Peers
-0.38%

NCMAX Mutual Fund Performance

NCMAX performance across multiple time periods: 1-month -1.47%, YTD 0.01%, 1-year 3.88%, 3-year 2.67%, 5-year 0.57%, 10-year 1.60%.

NCMAX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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