Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCBIX (NEW COVENANT BALANCED INCOME FUND NEW COVENANT BALANCED INCOME FUND) | 1.69% | 9.43% | 8.82% | 2.97% | 4.98% | 4.93% | 4.36% | … | … |
Data as of 06/10/2026, Common starting date is 09/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCBIX (NEW COVENANT BALANCED INCOME FUND NEW COVENANT BALANCED INCOME FUND) | 09/28/1999 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 9.43 | 8.82 | 2.97 | 4.98 | 4.93 | 4.36 | … | … | 1.69 | 10.38 | 8.77 | 11.71 | -14.73 | 3.82 | 8.23 | 14.60 | -1.99 | 8.70 | 4.32 | -0.06 | 5.87 | 7.74 | 8.71 | 2.05 | 9.02 | 17.71 | -23.69 | 5.60 | 7.09 | 4.49 | 5.25 | 12.33 | -4.06 | -7.32 | -3.86 | 4.47 |
| Sharpe Ratio | NA | 1.43 | 0.95 | 0.08 | 0.47 | NA | NA | … | … | 0.39 | 1.17 | 0.89 | 1.26 | -1.52 | 0.64 | 0.60 | 3.26 | -0.60 | 3.55 | 0.88 | -0.02 | 1.40 | 1.77 | 1.79 | 0.25 | 1.44 | 1.94 | -1.76 | 0.46 | 0.85 | 0.54 | 0.86 | 2.05 | -0.74 | -1.17 | -0.33 | 2.50 |
| Standard Deviation(%) | NA | 5.39 | 6.24 | 7.36 | 7.23 | NA | NA | … | … | 6.42 | 6.43 | 5.77 | 6.46 | 10.68 | 5.97 | 13.23 | 4.02 | 5.65 | 2.27 | 4.64 | 5.23 | 4.17 | 4.36 | 4.87 | 8.10 | 6.19 | 9.08 | 13.95 | 5.30 | 4.34 | 4.10 | 4.94 | 5.66 | 7.01 | 8.49 | 24.64 | 5.81 |
| Draw Down(%) | NA | 4.05 | 6.26 | 19.94 | 19.94 | NA | NA | … | … | 4.05 | 5.92 | 3.25 | 6.10 | 17.04 | 4.83 | 15.41 | 1.75 | 6.95 | 0.78 | 3.41 | 5.19 | 2.54 | 4.07 | 3.64 | 7.13 | 4.92 | 10.32 | 31.50 | 3.29 | 3.28 | 2.81 | 5.18 | 4.23 | 10.27 | 9.64 | 16.88 | 1.98 |
| Yield(%) | 0.00 | 5.70 | 4.68 | 3.00 | 3.54 | 3.76 | 3.47 | … | … | 0.00 | 6.39 | 5.41 | 2.16 | 1.33 | 1.34 | 2.43 | 4.55 | 5.40 | 2.18 | 2.64 | 6.85 | 4.95 | 1.86 | 1.67 | 2.06 | 2.08 | 3.13 | 2.89 | 2.89 | 3.06 | 2.58 | 2.03 | 2.79 | 1.53 | 0.00 | 0.97 | 2.60 |
Data as of 06/10/2026, Common starting date is 09/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCBIX (NEW COVENANT BALANCED INCOME FUND NEW COVENANT BALANCED INCOME FUND) |
-7.07%
Feb 2006 – Feb 2009 |
-2.70%
Feb 2004 – Feb 2009 |
0.51%
Aug 2000 – Aug 2010 |
2.38%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCBIX (NEW COVENANT BALANCED INCOME FUND NEW COVENANT BALANCED INCOME FUND) |
13.47%
Feb 2009 – Feb 2012 |
10.53%
Feb 2009 – Feb 2014 |
7.24%
Feb 2009 – Feb 2019 |
5.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart