NGCRX Mutual Fund

NAV$13.07

Returns Overview

1 Month
+0.04%
3 Months
+3.52%
6 Months
+3.68%
YTD
+3.43%
1 Year
+8.67%
3 Years (annualized)
+8.72%
5 Years (annualized)
+3.80%
10 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGCRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+3.43%
Peer Avg (YTD)
+4.14%
vs Peers
-0.71%

NGCRX Mutual Fund Performance

NGCRX performance across multiple time periods: 1-month 0.04%, YTD 3.43%, 1-year 8.67%, 3-year 8.72%, 5-year 3.80%, 10-year 4.74%.

NGCRX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

NGCRX performance comparison shows side-by-side returns with another fund. NGCRX alternatives are available in the Mutual Fund Screener.