NCSPX Mutual Fund

NCSPX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
-2.09%
3 Months
-1.10%
6 Months
-0.66%
YTD
+1.07%
1 Year
+6.70%
3 Years (annualized)
+3.02%
5 Years (annualized)
-0.26%
10 Years (annualized)
+1.70%

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
PROUpgrade to run
🏦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)
+1.07%
Peer Avg (YTD)
+0.39%
vs Peers
+0.68%

NCSPX Mutual Fund Performance

NCSPX performance across multiple time periods: 1-month -2.09%, YTD 1.07%, 1-year 6.70%, 3-year 3.02%, 5-year -0.26%, 10-year 1.70%.

NCSPX returns outperform the peer average of 0.39% 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.