NGCRX Mutual Fund

NGCRX Mutual Fund

NAV$13.20
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Returns Overview

1 Month
+0.15%
3 Months
+1.12%
6 Months
+2.15%
YTD
+3.59%
1 Year
+8.92%
3 Years (annualized)
+8.38%
5 Years (annualized)
+3.66%
10 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGCRX 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
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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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+3.59%
Peer Avg (YTD)
+3.39%
vs Peers
+0.20%

NGCRX Mutual Fund Performance

NGCRX performance across multiple time periods: 1-month 0.15%, YTD 3.59%, 1-year 8.92%, 3-year 8.38%, 5-year 3.66%, 10-year 4.63%.

NGCRX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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