NGDRX Mutual Fund

NAV$31.80

Returns Overview

1 Month
-1.39%
3 Months
+15.52%
6 Months
+5.50%
YTD
+5.68%
1 Year
+12.62%
3 Years (annualized)
+19.29%
5 Years (annualized)
+14.92%
10 Years (annualized)
+17.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGDRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.68%
Peer Avg (YTD)
+8.97%
vs Peers
-3.29%

NGDRX Mutual Fund Performance

NGDRX performance across multiple time periods: 1-month -1.39%, YTD 5.68%, 1-year 12.62%, 3-year 19.29%, 5-year 14.92%, 10-year 17.97%.

NGDRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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