NCIRX Mutual Fund

NCIRX Mutual Fund

NAV$7.54
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Returns Overview

1 Month
-2.31%
3 Months
-3.01%
6 Months
-1.94%
YTD
-1.62%
1 Year
-0.82%
3 Years (annualized)
+5.03%
5 Years (annualized)
-0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCIRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.62%
Peer Avg (YTD)
+0.50%
vs Peers
-2.12%

NCIRX Mutual Fund Performance

NCIRX performance across multiple time periods: 1-month -2.31%, YTD -1.62%, 1-year -0.82%, 3-year 5.03%, 5-year -0.92%.

NCIRX returns trail the peer average of 0.50% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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