NOSGX Mutual Fund

NAV$12.25

Returns Overview

1 Month
+0.91%
3 Months
+8.31%
6 Months
+13.64%
YTD
+21.05%
1 Year
+36.32%
3 Years (annualized)
+14.00%
5 Years (annualized)
+7.63%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOSGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.05%
Peer Avg (YTD)
+18.52%
vs Peers
+2.52%

NOSGX Mutual Fund Performance

NOSGX performance across multiple time periods: 1-month 0.91%, YTD 21.05%, 1-year 36.32%, 3-year 14.00%, 5-year 7.63%, 10-year 8.71%.

NOSGX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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