NUGIX Mutual Fund

NUGIX Mutual Fund

NAV$37.31
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Returns Overview

1 Month
+2.95%
3 Months
+1.00%
6 Months
+6.37%
YTD
+7.95%
1 Year
+10.22%
3 Years (annualized)
+16.51%
5 Years (annualized)
+8.19%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUGIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.95%
Peer Avg (YTD)
+8.13%
vs Peers
-0.18%

NUGIX Mutual Fund Performance

NUGIX performance across multiple time periods: 1-month 2.95%, YTD 7.95%, 1-year 10.22%, 3-year 16.51%, 5-year 8.19%, 10-year 9.79%.

NUGIX returns trail the peer average of 8.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

NUGIX vs another fund shows side-by-side returns. NUGIX alternatives are available in the Mutual Fund Screener.