NCOAX Mutual Fund

NCOAX Mutual Fund

NAV$17.73
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Returns Overview

1 Month
-0.34%
3 Months
+1.08%
6 Months
+1.05%
YTD
+1.05%
1 Year
+5.39%
3 Years (annualized)
+8.72%
5 Years (annualized)
+4.16%
10 Years (annualized)
+5.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCOAX 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
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📉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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+3.23%
vs Peers
-2.18%

NCOAX Mutual Fund Performance

NCOAX performance across multiple time periods: 1-month -0.34%, YTD 1.05%, 1-year 5.39%, 3-year 8.72%, 5-year 4.16%, 10-year 5.62%.

NCOAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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