NCSPX Mutual Fund

NCSPX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-0.41%
3 Months
-1.26%
6 Months
-1.28%
YTD
+0.66%
1 Year
+5.58%
3 Years (annualized)
+3.48%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCSPX 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
S&P Municipal Bond California Index(^SAPICA:SP)
This Mutual Fund (YTD)
+0.66%
Peer Avg (YTD)
+0.17%
vs Peers
+0.49%

NCSPX Mutual Fund Performance

NCSPX performance across multiple time periods: 1-month -0.41%, YTD 0.66%, 1-year 5.58%, 3-year 3.48%, 5-year -0.13%, 10-year 1.57%.

NCSPX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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