NCIAX Mutual Fund

NCIAX Mutual Fund

NAV$27.99
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Returns Overview

1 Month
-1.88%
3 Months
-6.35%
6 Months
+12.34%
YTD
+13.59%
1 Year
+17.98%
3 Years (annualized)
+17.15%
5 Years (annualized)
+6.51%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCIAX 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
ICE BofA US Convertible Index(^IBAUBSCI)
This Mutual Fund (YTD)
+13.59%
Peer Avg (YTD)
+10.47%
vs Peers
+3.12%

NCIAX Mutual Fund Performance

NCIAX performance across multiple time periods: 1-month -1.88%, YTD 13.59%, 1-year 17.98%, 3-year 17.15%, 5-year 6.51%, 10-year 12.51%.

NCIAX returns outperform the peer average of 10.47% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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