NGJFX Mutual Fund

NAV$21.41

Returns Overview

1 Month
+2.83%
3 Months
+3.73%
6 Months
+9.29%
YTD
+12.09%
1 Year
+12.94%
3 Years (annualized)
+9.60%
5 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGJFX 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)
+12.09%
Peer Avg (YTD)
+11.24%
vs Peers
+0.85%

NGJFX Mutual Fund Performance

NGJFX performance across multiple time periods: 1-month 2.83%, YTD 12.09%, 1-year 12.94%, 3-year 9.60%, 5-year 2.90%.

NGJFX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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