NCRCX Mutual Fund

NCRCX Mutual Fund

NAV$8.37
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Returns Overview

1 Month
+1.99%
3 Months
-0.62%
6 Months
-1.13%
YTD
-2.07%
1 Year
-1.98%
3 Years (annualized)
+4.36%
5 Years (annualized)
-1.38%
10 Years (annualized)
+0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCRCX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.07%
Peer Avg (YTD)
+0.72%
vs Peers
-2.79%

NCRCX Mutual Fund Performance

NCRCX performance across multiple time periods: 1-month 1.99%, YTD -2.07%, 1-year -1.98%, 3-year 4.36%, 5-year -1.38%, 10-year 0.47%.

NCRCX returns trail the peer average of 0.72% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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