NCMAX Mutual Fund

NAV$9.72

Returns Overview

1 Month
+0.56%
3 Months
+1.69%
6 Months
+1.50%
YTD
+1.50%
1 Year
+5.48%
3 Years (annualized)
+3.25%
5 Years (annualized)
+1.02%
10 Years (annualized)
+1.73%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg California 3-15 Year Blend Municipal Bond Index
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+1.98%
vs Peers
-0.48%

NCMAX Mutual Fund Performance

NCMAX performance across multiple time periods: 1-month 0.56%, YTD 1.50%, 1-year 5.48%, 3-year 3.25%, 5-year 1.02%, 10-year 1.73%.

NCMAX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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