NCOIX Mutual Fund

NCOIX Mutual Fund

NAV$17.28
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Returns Overview

1 Month
+1.04%
3 Months
+1.08%
6 Months
+2.63%
YTD
+3.74%
1 Year
+6.55%
3 Years (annualized)
+9.33%
5 Years (annualized)
+4.75%
10 Years (annualized)
+5.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCOIX 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)
+3.74%
Peer Avg (YTD)
+2.15%
vs Peers
+1.59%

NCOIX Mutual Fund Performance

NCOIX performance across multiple time periods: 1-month 1.04%, YTD 3.74%, 1-year 6.55%, 3-year 9.33%, 5-year 4.75%, 10-year 5.64%.

NCOIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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