NGJAX Mutual Fund

NAV$21.08

Returns Overview

1 Month
+1.07%
3 Months
+8.16%
6 Months
+9.67%
YTD
+9.55%
1 Year
+12.58%
3 Years (annualized)
+9.24%
5 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGJAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+11.24%
vs Peers
-1.69%

NGJAX Mutual Fund Performance

NGJAX performance across multiple time periods: 1-month 1.07%, YTD 9.55%, 1-year 12.58%, 3-year 9.24%, 5-year 2.17%.

NGJAX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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