NGCAX Mutual Fund

NGCAX Mutual Fund

NAV$38.77
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Returns Overview

1 Month
+3.27%
3 Months
-9.04%
6 Months
-13.57%
YTD
-10.14%
1 Year
-3.29%
3 Years (annualized)
+1.87%
5 Years (annualized)
-8.48%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGCAX 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 China Index(^MH302400)
This Mutual Fund (YTD)
-10.14%
Peer Avg (YTD)
+0.59%
vs Peers
-10.73%

NGCAX Mutual Fund Performance

NGCAX performance across multiple time periods: 1-month 3.27%, YTD -10.14%, 1-year -3.29%, 3-year 1.87%, 5-year -8.48%, 10-year 2.94%.

NGCAX returns trail the peer average of 0.59% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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