New Covenant Income Fund (NCICX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NCICX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NCICX
NCICX charges 0.96% annually. There are 121 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | NCICX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | NCICX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | NCICX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | NCICX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | NCICX vs VBISX |
Best Risk-Adjusted Alternatives to NCICX
NCICX has a PortfoliosLab risk / return rank of 25. There are 124 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | NCICX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | NCICX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | NCICX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | NCICX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | NCICX vs DBLSX |
Top Performing NCICX Alternatives (YTD)
NCICX is at 0.18% YTD. There are 118 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 10.27% | — | Apr 2011 | NCICX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | NCICX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | NCICX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | NCICX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.87% | — | Sep 2015 | NCICX vs BATAX |
Lowest Volatility Alternatives to NCICX
NCICX has 3.31% 1-year volatility. There are 123 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | NCICX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | NCICX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | NCICX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.10% | — | Nov 2013 | NCICX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | NCICX vs DHEAX |
Lowest Drawdown Alternatives to NCICX
NCICX has a 1-year max drawdown of -2.51%. There are 123 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | NCICX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | NCICX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | NCICX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | NCICX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | NCICX vs HOBEX |
Other Mutual Funds from New Covenant
The 3 most viewed New Covenant mutual funds shown here include NCBGX, NCBIX, NCGFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| New Covenant Balanced Growth Fund | Diversified Portfolio | 70 | 6.69% | — | Jun 1999 | NCICX vs NCBGX | |
| New Covenant Balanced Income Fund | Diversified Portfolio | 72 | 3.97% | — | Jun 1999 | NCICX vs NCBIX | |
| New Covenant Growth Fund | Large Cap Blend Equities | 64 | 11.07% | — | Jul 1999 | NCICX vs NCGFX |
Often Compared With NCICX
Investors most often compare NCICX with STBFX, DLDFX, SNSAX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | NCICX vs STBFX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 94 | 1.61% | — | Mar 2017 | NCICX vs DLDFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | NCICX vs SNSAX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 96 | 0.90% | — | Dec 2020 | NCICX vs TSDLX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 65 | 0.11% | — | Mar 2006 | NCICX vs CMFIX |
Compare NCICX with Any Fund or Stock
Compare NCICX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCICX with funds that move differently
New Covenant Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCICX.
Explore NCICX Diversifiers