NCATX Mutual Fund

NCATX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
-4.26%
3 Months
-5.91%
6 Months
-3.91%
YTD
-3.99%
1 Year
-2.53%
3 Years (annualized)
+3.43%
5 Years (annualized)
+0.38%
10 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCATX 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
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
-3.99%
Peer Avg (YTD)
-3.88%
vs Peers
-0.11%

NCATX Mutual Fund Performance

NCATX performance across multiple time periods: 1-month -4.26%, YTD -3.99%, 1-year -2.53%, 3-year 3.43%, 5-year 0.38%, 10-year 1.66%.

NCATX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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