Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCLZX | -1.13% | 0.62% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/10/2025
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCLZX | 01/10/2025 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 0.62 | NA | NA | NA | NA | NA | … | … | -1.13 | 3.34 |
| Sharpe Ratio | NA | -0.42 | NA | NA | NA | NA | NA | … | … | -0.98 | 0.12 |
| Standard Deviation(%) | NA | 4.77 | NA | NA | NA | NA | NA | … | … | 5.23 | 4.87 |
| Draw Down(%) | NA | 8.40 | NA | NA | NA | NA | NA | … | … | 6.10 | 5.22 |
| Yield(%) | 0.00 | 10.87 | 4.72 | 2.83 | 1.42 | 0.94 | 0.71 | … | … | 3.62 | 10.81 |
Data as of 06/05/2026, Common starting date is 01/10/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCLZX (NCLZX) |
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 |
|---|---|---|---|---|
| NCLZX (NCLZX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart