NCOAX Mutual Fund

NCOAX Mutual Fund

NAV$17.68
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Returns Overview

1 Month
-0.79%
3 Months
+0.66%
6 Months
-0.45%
YTD
+2.52%
1 Year
+6.36%
3 Years (annualized)
+8.59%
5 Years (annualized)
+4.33%
10 Years (annualized)
+5.27%

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
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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+0.12%
vs Peers
+2.40%

NCOAX Mutual Fund Performance

NCOAX performance across multiple time periods: 1-month -0.79%, YTD 2.52%, 1-year 6.36%, 3-year 8.59%, 5-year 4.33%, 10-year 5.27%.

NCOAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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