The North Country Large Cap Equity Fund (NCEGX)

19.40 -0.40 (-2.02%) USD  |  Jun 28 2022

NCEGX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 28, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
The North Country Large Cap Equity Fund
12.38%
32.67%
9.41%
4.51%
6.07%
23.79%
-3.54%
30.16%
24.67%
23.07%
-21.39%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.22%
WesMark Large Company Fund
11.75%
34.92%
10.66%
-1.94%
0.51%
24.22%
-6.19%
26.53%
26.31%
26.06%
-22.57%
T. Rowe Price Tax-Efficient Equity
15.28%
35.47%
9.63%
6.32%
2.43%
29.13%
-0.47%
36.04%
35.32%
22.22%
-29.22%
Commerce Growth
14.75%
29.40%
15.11%
5.47%
8.69%
28.46%
-1.56%
35.55%
28.93%
26.74%
-25.58%
Davenport Core
16.67%
31.55%
10.90%
-0.14%
9.26%
19.87%
-6.24%
32.89%
13.78%
22.97%
-20.12%
As of June 28, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
The North Country Large Cap Equity Fund
-7.09%
-15.51%
-21.62%
-13.52%
10.05%
10.75%
12.52%
7.46%
7.89%
6.30%
S&P 500 Total Return
-7.98%
-16.14%
-19.55%
-9.63%
10.94%
11.36%
13.34%
8.60%
9.13%
9.85%
WesMark Large Company Fund
-6.87%
-15.51%
-22.93%
-14.68%
9.85%
10.06%
11.10%
7.33%
7.74%
8.32%
T. Rowe Price Tax-Efficient Equity
-7.35%
-20.48%
-29.62%
-23.48%
8.24%
11.88%
13.62%
9.37%
9.77%
7.88%
Commerce Growth
-7.38%
-19.46%
-26.10%
-15.68%
10.30%
12.59%
14.30%
9.46%
9.19%
9.32%
Davenport Core
-8.32%
-15.27%
-20.31%
-12.14%
7.00%
8.41%
11.32%
7.66%
8.24%
7.07%
As of June 28, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022