NCITX Mutual Fund

NCITX Mutual Fund

NAV$9.50
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Returns Overview

1 Month
-3.63%
3 Months
-5.00%
6 Months
-3.61%
YTD
-4.16%
1 Year
-2.95%
3 Years (annualized)
+3.25%
5 Years (annualized)
+0.25%
10 Years (annualized)
+1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCITX 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 Barclays California Intermediate Municipal Bond Index(^BBCAIMUB)
This Mutual Fund (YTD)
-4.16%
Peer Avg (YTD)
-3.88%
vs Peers
-0.28%

NCITX Mutual Fund Performance

NCITX performance across multiple time periods: 1-month -3.63%, YTD -4.16%, 1-year -2.95%, 3-year 3.25%, 5-year 0.25%, 10-year 1.34%.

NCITX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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