Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NCGXX (North Capital Funds Trust - Treasury Money Market Fund) | 1.43% | 3.10% | NA | NA | NA | NA | NA | 5.19% |
Data as of 08/01/2025, AR inception is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCGXX (North Capital Funds Trust - Treasury Money Market Fund) | 04/17/2023 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.10 | NA | NA | NA | NA | NA | 5.19 | 1.43 | 4.08 | 4.00 |
| Sharpe Ratio | NA | -0.06 | NA | NA | NA | NA | NA | 0.74 | -0.61 | -1.91 | 1.22 |
| Standard Deviation(%) | NA | 1.07 | NA | NA | NA | NA | NA | 1.35 | 0.93 | 1.31 | 1.52 |
| Draw Down(%) | NA | 0.00 | NA | NA | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.50 | 3.52 | 2.11 | 1.06 | 0.70 | 0.53 | 5.28 | 1.42 | 5.22 | 3.92 |
Data as of 08/01/2025, AR inception is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCGXX (North Capital Funds Trust - Treasury Money Market Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCGXX (North Capital Funds Trust - Treasury Money Market Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart