NCVLX Mutual Fund

NCVLX Mutual Fund

NAV$14.67
See how much of NCVLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.81%
3 Months
+11.60%
6 Months
+7.54%
YTD
+13.47%
1 Year
+17.46%
3 Years (annualized)
+7.61%
5 Years (annualized)
+5.50%
10 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCVLX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.47%
Peer Avg (YTD)
+9.54%
vs Peers
+3.93%

NCVLX Mutual Fund Performance

NCVLX performance across multiple time periods: 1-month 3.81%, YTD 13.47%, 1-year 17.46%, 3-year 7.61%, 5-year 5.50%, 10-year 7.82%.

NCVLX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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