NCGFX Mutual Fund

NCGFX Mutual Fund

NAV$76.12
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Returns Overview

1 Month
-1.10%
3 Months
+0.99%
6 Months
+16.99%
YTD
+11.46%
1 Year
+14.68%
3 Years (annualized)
+19.43%
5 Years (annualized)
+11.07%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCGFX 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)
+11.46%
Peer Avg (YTD)
+9.98%
vs Peers
+1.48%

NCGFX Mutual Fund Performance

NCGFX performance across multiple time periods: 1-month -1.10%, YTD 11.46%, 1-year 14.68%, 3-year 19.43%, 5-year 11.07%, 10-year 14.03%.

NCGFX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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