NCRIX Mutual Fund

NAV$8.62

Returns Overview

1 Month
-2.05%
3 Months
-1.82%
6 Months
-3.25%
YTD
-3.04%
1 Year
+3.48%
3 Years (annualized)
+4.04%
5 Years (annualized)
-0.26%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCRIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.04%
Peer Avg (YTD)
+3.23%
vs Peers
-6.26%

NCRIX Mutual Fund Performance

NCRIX performance across multiple time periods: 1-month -2.05%, YTD -3.04%, 1-year 3.48%, 3-year 4.04%, 5-year -0.26%, 10-year 1.47%.

NCRIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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