NAIGX Mutual Fund

NAIGX Mutual Fund

NAV$41.04
See how much of NAIGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.66%
3 Months
+5.68%
6 Months
+4.61%
YTD
+10.37%
1 Year
+25.61%
3 Years (annualized)
+16.89%
5 Years (annualized)
+11.35%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAIGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+11.12%
vs Peers
-0.75%

NAIGX Mutual Fund Performance

NAIGX performance across multiple time periods: 1-month 4.66%, YTD 10.37%, 1-year 25.61%, 3-year 16.89%, 5-year 11.35%, 10-year 8.98%.

NAIGX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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