NVCCX Mutual Fund

NVCCX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-1.06%
3 Months
+0.56%
6 Months
-0.23%
YTD
+1.63%
1 Year
+4.57%
3 Years (annualized)
+3.48%
5 Years (annualized)
+0.79%
10 Years (annualized)
+2.02%

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
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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 Short Duration Municipal Yield Index(^SPSDMYI)
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+0.23%
vs Peers
+1.40%

NVCCX Mutual Fund Performance

NVCCX performance across multiple time periods: 1-month -1.06%, YTD 1.63%, 1-year 4.57%, 3-year 3.48%, 5-year 0.79%, 10-year 2.02%.

NVCCX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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