NCBVX Mutual Fund

NCBVX Mutual Fund

NAV$27.41
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Returns Overview

1 Month
-3.39%
3 Months
+0.68%
6 Months
+15.01%
YTD
+18.14%
1 Year
+22.88%
3 Years (annualized)
+17.46%
5 Years (annualized)
+9.43%
10 Years (annualized)
+8.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCBVX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+18.14%
Peer Avg (YTD)
+6.72%
vs Peers
+11.41%

NCBVX Mutual Fund Performance

NCBVX performance across multiple time periods: 1-month -3.39%, YTD 18.14%, 1-year 22.88%, 3-year 17.46%, 5-year 9.43%, 10-year 8.14%.

NCBVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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