NGDLX Mutual Fund

NGDLX Mutual Fund

NAV$30.75
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Returns Overview

1 Month
-4.07%
3 Months
+1.04%
6 Months
+2.71%
YTD
+4.89%
1 Year
+2.60%
3 Years (annualized)
+19.12%
5 Years (annualized)
+8.98%
10 Years (annualized)
+16.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGDLX 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)
+4.89%
Peer Avg (YTD)
+5.23%
vs Peers
-0.35%

NGDLX Mutual Fund Performance

NGDLX performance across multiple time periods: 1-month -4.07%, YTD 4.89%, 1-year 2.60%, 3-year 19.12%, 5-year 8.98%, 10-year 16.02%.

NGDLX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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