NGRDX Mutual Fund

NAV$32.06

Returns Overview

1 Month
-1.35%
3 Months
+15.74%
6 Months
+5.89%
YTD
+6.03%
1 Year
+0.32%
3 Years (annualized)
+13.75%
5 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGRDX 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)
+6.03%
Peer Avg (YTD)
+8.97%
vs Peers
-2.94%

NGRDX Mutual Fund Performance

NGRDX performance across multiple time periods: 1-month -1.35%, YTD 6.03%, 1-year 0.32%, 3-year 13.75%, 5-year 8.53%.

NGRDX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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