NCSRX Mutual Fund

NCSRX Mutual Fund

NAV$17.31
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Returns Overview

1 Month
-2.75%
3 Months
-2.55%
6 Months
+0.26%
YTD
+0.35%
1 Year
+2.14%
3 Years (annualized)
+8.83%
5 Years (annualized)
+4.43%
10 Years (annualized)
+5.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCSRX 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 High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+0.50%
vs Peers
-0.15%

NCSRX Mutual Fund Performance

NCSRX performance across multiple time periods: 1-month -2.75%, YTD 0.35%, 1-year 2.14%, 3-year 8.83%, 5-year 4.43%, 10-year 5.37%.

NCSRX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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