NINCX Mutual Fund

NAV$27.46

Returns Overview

1 Month
+3.44%
3 Months
+23.81%
6 Months
+26.52%
YTD
+24.57%
1 Year
+53.41%
3 Years (annualized)
+17.47%
5 Years (annualized)
+6.87%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NINCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+24.57%
Peer Avg (YTD)
+18.52%
vs Peers
+6.05%

NINCX Mutual Fund Performance

NINCX performance across multiple time periods: 1-month 3.44%, YTD 24.57%, 1-year 53.41%, 3-year 17.47%, 5-year 6.87%, 10-year 12.12%.

NINCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

NINCX performance comparison shows side-by-side returns with another fund. NINCX alternatives are available in the Mutual Fund Screener.