NVCCX Mutual Fund

NAV$9.37

Returns Overview

1 Month
+0.32%
3 Months
+1.18%
6 Months
+1.50%
YTD
+1.50%
1 Year
+3.36%
3 Years (annualized)
+3.63%
5 Years (annualized)
+0.89%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NVCCX 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
S&P Short Duration Municipal Yield Index(^SPSDMYI)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+1.79%
vs Peers
-0.28%

NVCCX Mutual Fund Performance

NVCCX performance across multiple time periods: 1-month 0.32%, YTD 1.50%, 1-year 3.36%, 3-year 3.63%, 5-year 0.89%, 10-year 2.17%.

NVCCX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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