NVCCX Mutual Fund

NVCCX Mutual Fund

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Returns Overview

1 Month
-3.65%
3 Months
-4.52%
6 Months
-2.22%
YTD
-1.91%
1 Year
-1.13%
3 Years (annualized)
+3.87%
5 Years (annualized)
+0.87%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NVCCX 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
S&P Short Duration Municipal Yield Index(^SPSDMYI)
This Mutual Fund (YTD)
-1.91%
Peer Avg (YTD)
-3.84%
vs Peers
+1.93%

NVCCX Mutual Fund Performance

NVCCX performance across multiple time periods: 1-month -3.65%, YTD -1.91%, 1-year -1.13%, 3-year 3.87%, 5-year 0.87%, 10-year 2.15%.

NVCCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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