NGDCX Mutual Fund

NGDCX Mutual Fund

NAV$32.06
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Returns Overview

1 Month
+3.65%
3 Months
-0.06%
6 Months
+11.56%
YTD
+6.88%
1 Year
+9.64%
3 Years (annualized)
+16.71%
5 Years (annualized)
+8.80%
10 Years (annualized)
+18.20%

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)
+6.88%
Peer Avg (YTD)
+8.51%
vs Peers
-1.63%

NGDCX Mutual Fund Performance

NGDCX performance across multiple time periods: 1-month 3.65%, YTD 6.88%, 1-year 9.64%, 3-year 16.71%, 5-year 8.80%, 10-year 18.20%.

NGDCX returns trail the peer average of 8.51% 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.