NCEGX Mutual Fund

NCEGX Mutual Fund

NAV$25.55
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Returns Overview

1 Month
-1.19%
3 Months
+4.36%
6 Months
+15.99%
YTD
+7.33%
1 Year
+9.05%
3 Years (annualized)
+18.64%
5 Years (annualized)
+9.98%
10 Years (annualized)
+14.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCEGX 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 500 Index(SPX)
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+8.68%
vs Peers
-1.35%

NCEGX Mutual Fund Performance

NCEGX performance across multiple time periods: 1-month -1.19%, YTD 7.33%, 1-year 9.05%, 3-year 18.64%, 5-year 9.98%, 10-year 14.28%.

NCEGX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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