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New Covenant Growth (NCGFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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62.49+0.04 (+0.06%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.55%
5-year average return14.68%
Number of years up16
Number of years down8
Best 1-yr total return (2 Jun 2024)30.18%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return30.18%
Worst 3-yr total return5.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNCGFXCategory
YTD4.57%5.31%
1-month-4.49%-4.19%
3-month3.43%3.90%
1-year21.03%20.31%
3-year5.95%6.48%
5-year11.97%11.78%
10-year10.71%10.96%
Last bull market25.79%25.56%
Last bear market-16.85%-15.11%

Annual total return (%) history

Year
NCGFXCategory
2024
N/AN/A
2023
25.18%22.32%
2022
-19.35%-16.96%
2021
25.74%26.07%
2020
20.21%15.83%
2019
30.18%28.78%
2018
-6.07%-6.27%
2017
21.60%20.44%
2016
8.12%10.37%
2015
-1.98%-1.07%
2014
10.36%10.96%
2013
27.55%31.50%
2012
17.14%14.96%
2011
-3.02%-1.27%
2010
14.08%14.01%
2009
27.77%28.17%
2008
-38.93%-37.79%
2007
5.02%6.16%
2006
13.42%14.17%
2005
8.27%5.88%
2004
9.74%10.02%
2003
28.84%27.05%
2002
-21.97%-22.25%
2001
-11.22%-13.50%
2000
-7.65%-6.31%
1999
N/A20.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.49%N/AN/AN/A
20237.05%8.28%-3.73%12.18%
2022-5.39%-16.85%-4.52%7.37%
20216.14%8.27%-0.22%9.67%
2020-20.59%21.99%8.91%13.93%
201913.61%3.57%1.23%9.30%
2018-0.95%4.09%6.28%-14.27%
20175.73%3.33%4.50%6.51%
2016-0.87%0.89%5.64%2.34%
20151.88%-0.10%-8.77%5.57%
20140.90%4.62%0.97%3.54%
20137.56%0.80%8.05%8.88%
201213.63%-4.56%6.14%1.77%
20115.20%0.14%-16.46%10.21%
20104.01%-11.49%12.08%10.57%
2009-9.27%16.23%14.69%5.64%
2008-10.52%0.15%-11.99%-22.56%
20071.25%6.43%0.79%-3.30%
20064.86%-2.60%4.16%6.62%
2005-2.01%2.43%5.55%2.21%
20042.55%0.02%-2.93%10.21%
2003-4.52%15.51%4.09%12.23%
20020.36%-12.35%-17.71%7.80%
2001-10.59%5.67%-15.93%11.77%
20001.97%-2.40%-0.74%-6.51%
199913.68%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month65
3-month68
1-year56
3-year70
5-year56

Load adjusted returns

1-year21.03%
3-year5.95%
5-year11.97%
10-year10.71%