UK markets closed

New Covenant Balanced Income (NCBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
22.02+0.10 (+0.46%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.70%
5-year average return5.12%
Number of years up19
Number of years down5
Best 1-yr total return (30 May 2024)17.71%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return17.71%
Worst 3-yr total return1.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNCBIXCategory
YTD0.13%5.91%
1-month-2.80%0.61%
3-month-0.38%4.02%
1-year6.68%18.59%
3-year0.08%8.56%
5-year4.22%7.44%
10-year4.42%6.20%
Last bull market12.75%11.89%
Last bear market-8.13%-8.23%

Annual total return (%) history

Year
NCBIXCategory
2024
N/AN/A
2023
11.71%N/A
2022
-13.49%N/A
2021
7.13%N/A
2020
11.65%8.86%
2019
14.60%14.81%
2018
-1.99%-5.04%
2017
8.69%9.86%
2016
4.32%6.62%
2015
-0.05%-2.32%
2014
5.87%4.02%
2013
7.74%7.23%
2012
8.70%9.40%
2011
2.04%1.70%
2010
9.02%10.03%
2009
17.71%20.77%
2008
-23.69%-18.61%
2007
5.59%4.53%
2006
7.37%8.16%
2005
4.22%2.97%
2004
5.89%5.46%
2003
12.33%12.34%
2002
-1.99%-3.11%
2001
1.16%-0.39%
2000
2.97%4.28%
1999
N/A5.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.02%N/AN/AN/A
20234.16%2.28%-2.63%7.69%
2022-5.20%-8.13%-3.99%3.47%
20211.18%3.30%-0.19%2.70%
2020-7.16%10.02%3.71%5.40%
20196.30%2.79%1.35%3.48%
2018-0.99%1.31%2.20%-4.39%
20172.45%1.77%2.04%2.17%
20161.17%1.32%2.29%-0.51%
20151.51%-0.48%-2.62%1.60%
20141.03%2.57%0.26%1.90%
20132.51%-1.00%3.08%2.99%
20125.88%-1.08%3.07%0.70%
20112.27%1.04%-5.39%4.37%
20102.74%-3.03%5.72%3.50%
2009-3.41%9.08%9.04%2.46%
2008-5.43%-0.44%-8.38%-11.54%
20071.46%2.01%1.86%0.16%
20061.47%-1.02%3.68%3.11%
2005-1.12%2.51%1.70%1.10%
20042.59%-1.59%0.72%4.14%
2003-0.95%6.93%1.38%4.62%
20020.09%-2.16%-3.51%3.72%
2001-0.85%1.49%-2.95%3.58%
20001.72%-0.21%1.46%-0.02%
19994.86%N/AN/AN/A

Rank in category (by total return)

YTD59
1-month60
3-month79
1-year35
3-year40
5-year33

Load adjusted returns

1-year6.68%
3-year0.08%
5-year4.22%
10-year4.42%