NCBGX Mutual Fund

NCBGX Mutual Fund

NAV$132.41
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Returns Overview

1 Month
-1.56%
3 Months
-0.56%
6 Months
+9.42%
YTD
+6.33%
1 Year
+8.60%
3 Years (annualized)
+13.29%
5 Years (annualized)
+6.15%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCBGX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.33%
Peer Avg (YTD)
+4.96%
vs Peers
+1.36%

NCBGX Mutual Fund Performance

NCBGX performance across multiple time periods: 1-month -1.56%, YTD 6.33%, 1-year 8.60%, 3-year 13.29%, 5-year 6.15%, 10-year 8.47%.

NCBGX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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