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North Country Equity Growth (NCEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.92+0.11 (+0.50%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.81%
5-year average return14.25%
Number of years up18
Number of years down4
Best 1-yr total return (2 Jul 2024)32.67%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.67%
Worst 3-yr total return6.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNCEGXCategory
YTD17.24%5.31%
1-month4.44%-4.19%
3-month5.67%3.90%
1-year26.97%20.31%
3-year8.26%6.48%
5-year14.42%11.78%
10-year12.36%10.96%
Last bull market26.31%25.56%
Last bear market-15.12%-15.11%

Annual total return (%) history

Year
NCEGXCategory
2024
N/AN/A
2023
24.19%22.32%
2022
-20.57%-16.96%
2021
23.07%26.07%
2020
24.67%15.83%
2019
30.16%28.78%
2018
-3.54%-6.27%
2017
23.79%20.44%
2016
6.07%10.37%
2015
4.51%-1.07%
2014
9.41%10.96%
2013
32.67%31.50%
2012
12.38%14.96%
2011
0.93%-1.27%
2010
9.92%14.01%
2009
23.60%28.17%
2008
-37.18%-37.79%
2007
8.20%6.16%
2006
13.02%14.17%
2005
4.56%5.88%
2004
8.35%10.02%
2003
26.08%27.05%
2002
-21.45%-22.25%
2001
N/A-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.95%5.67%N/AN/A
20236.10%8.08%-3.51%12.24%
2022-7.82%-15.12%-6.06%8.07%
20213.12%8.78%0.25%9.44%
2020-15.01%21.11%11.49%8.64%
201912.41%4.77%0.21%10.29%
20181.12%5.75%8.10%-16.55%
20176.02%4.95%3.90%7.08%
2016-2.02%0.48%4.85%2.75%
20152.94%0.39%-5.04%6.51%
20140.54%3.71%1.52%3.36%
20139.27%2.16%6.43%11.66%
201211.58%-4.36%6.75%-1.35%
20115.15%-0.18%-13.32%10.95%
20103.70%-12.55%10.39%9.80%
2009-9.07%14.39%12.45%5.67%
2008-10.31%0.09%-9.60%-22.59%
20071.56%5.53%2.90%-1.89%
20063.01%-1.98%5.58%6.02%
2005-1.82%0.93%3.58%1.88%
20042.41%2.46%-3.34%6.83%
2003-1.79%13.34%2.23%10.80%
20021.52%-13.66%-15.95%6.62%
20013.30%-13.52%10.20%N/A

Rank in category (by total return)

YTD10
1-month6
3-month5
1-year13
3-year53
5-year37

Load adjusted returns

1-year26.97%
3-year8.26%
5-year14.42%
10-year12.36%