NCOAX Mutual Fund

NCOAX Mutual Fund

NAV$17.13
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Returns Overview

1 Month
+0.17%
3 Months
-1.04%
6 Months
-0.38%
YTD
+1.45%
1 Year
+2.79%
3 Years (annualized)
+8.53%
5 Years (annualized)
+3.82%
10 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCOAX 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
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📉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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+2.28%
vs Peers
-0.83%

NCOAX Mutual Fund Performance

NCOAX performance across multiple time periods: 1-month 0.17%, YTD 1.45%, 1-year 2.79%, 3-year 8.53%, 5-year 3.82%, 10-year 4.57%.

NCOAX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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