NGDLX Mutual Fund

NGDLX Mutual Fund

NAV$31.48
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Returns Overview

1 Month
-2.07%
3 Months
+1.65%
6 Months
+4.76%
YTD
+3.81%
1 Year
+7.59%
3 Years (annualized)
+16.36%
5 Years (annualized)
+10.08%
10 Years (annualized)
+15.60%

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)
+3.81%
Peer Avg (YTD)
+6.23%
vs Peers
-2.42%

NGDLX Mutual Fund Performance

NGDLX performance across multiple time periods: 1-month -2.07%, YTD 3.81%, 1-year 7.59%, 3-year 16.36%, 5-year 10.08%, 10-year 15.60%.

NGDLX returns trail the peer average of 6.23% 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.