Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCBGX (NEW COVENANT BALANCED GROWTH FUND NEW COVENANT BALANCED GROWTH FUND) | 4.69% | 15.00% | 12.99% | 5.61% | 7.97% | 7.45% | 6.17% | … | … |
Data as of 06/11/2026, Common starting date is 09/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCBGX (NEW COVENANT BALANCED GROWTH FUND NEW COVENANT BALANCED GROWTH FUND) | 09/28/1999 | 06/11/2026 |
| 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 (%) | -1.34 | 15.00 | 12.99 | 5.61 | 7.97 | 7.45 | 6.17 | … | … | 4.69 | 12.56 | 13.80 | 16.76 | -18.22 | 10.65 | 10.25 | 20.38 | -3.42 | 13.47 | 5.88 | -0.91 | 7.72 | 15.00 | 11.80 | 0.28 | 11.19 | 21.66 | -29.86 | 5.21 | 9.29 | 6.18 | 7.30 | 18.61 | -11.14 | -14.10 | -8.33 | 7.97 |
| Sharpe Ratio | NA | 1.60 | 1.06 | 0.28 | 0.54 | NA | NA | … | … | 0.81 | 0.89 | 1.22 | 1.50 | -1.22 | 1.20 | 0.46 | 2.59 | -0.49 | 3.27 | 0.69 | -0.06 | 1.04 | 2.15 | 1.41 | 0.02 | 1.06 | 1.43 | -1.38 | 0.23 | 0.91 | 0.64 | 0.89 | 1.87 | -0.94 | -1.22 | -0.97 | 3.11 |
| Standard Deviation(%) | NA | 8.06 | 9.43 | 11.06 | 11.47 | NA | NA | … | … | 9.40 | 10.97 | 8.33 | 8.80 | 16.21 | 8.89 | 21.77 | 7.29 | 9.87 | 3.94 | 8.22 | 16.43 | 7.41 | 6.96 | 8.38 | 13.85 | 10.50 | 15.06 | 22.25 | 9.00 | 6.50 | 6.13 | 7.09 | 9.58 | 13.01 | 13.78 | 12.92 | 9.76 |
| Draw Down(%) | NA | 5.81 | 11.41 | 22.38 | 22.98 | NA | NA | … | … | 5.81 | 11.26 | 4.75 | 7.97 | 20.10 | 5.49 | 22.98 | 3.71 | 12.10 | 1.37 | 6.67 | 10.40 | 4.88 | 5.28 | 6.55 | 12.89 | 9.04 | 16.06 | 39.19 | 5.92 | 5.82 | 4.31 | 6.71 | 8.41 | 19.42 | 16.51 | 12.13 | 3.15 |
| Yield(%) | 0.00 | 8.50 | 6.87 | 4.11 | 4.93 | 5.25 | 4.49 | … | … | 0.00 | 9.30 | 7.96 | 2.61 | 0.92 | 1.28 | 2.11 | 6.35 | 6.06 | 1.70 | 3.60 | 10.73 | 4.88 | 1.55 | 1.77 | 1.56 | 1.18 | 2.62 | 2.85 | 1.64 | 2.19 | 1.77 | 1.74 | 1.81 | 0.91 | 0.00 | 0.61 | 2.37 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| NCBGX (NEW COVENANT BALANCED GROWTH FUND NEW COVENANT BALANCED GROWTH FUND) |
-12.46%
Mar 2000 – Mar 2003 |
-4.18%
Feb 2004 – Feb 2009 |
-1.26%
Aug 2000 – Aug 2010 |
2.07%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCBGX (NEW COVENANT BALANCED GROWTH FUND NEW COVENANT BALANCED GROWTH FUND) |
17.23%
Feb 2009 – Feb 2012 |
14.34%
Feb 2009 – Feb 2014 |
9.92%
Feb 2009 – Feb 2019 |
8.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart