NGDAX Mutual Fund

NGDAX Mutual Fund

NAV$31.75
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Returns Overview

1 Month
-2.11%
3 Months
+1.56%
6 Months
+4.60%
YTD
+3.58%
1 Year
+7.19%
3 Years (annualized)
+15.93%
5 Years (annualized)
+9.68%
10 Years (annualized)
+15.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGDAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+6.23%
vs Peers
-2.65%

NGDAX Mutual Fund Performance

NGDAX performance across multiple time periods: 1-month -2.11%, YTD 3.58%, 1-year 7.19%, 3-year 15.93%, 5-year 9.68%, 10-year 15.17%.

NGDAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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