NGDCX Mutual Fund

NGDCX Mutual Fund

NAV$31.11
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Returns Overview

1 Month
-2.19%
3 Months
+1.37%
6 Months
+4.18%
YTD
+3.12%
1 Year
+6.39%
3 Years (annualized)
+15.00%
5 Years (annualized)
+8.82%
10 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGDCX 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)
+3.12%
Peer Avg (YTD)
+6.23%
vs Peers
-3.12%

NGDCX Mutual Fund Performance

NGDCX performance across multiple time periods: 1-month -2.19%, YTD 3.12%, 1-year 6.39%, 3-year 15.00%, 5-year 8.82%, 10-year 13.89%.

NGDCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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