NGDLX Mutual Fund

NGDLX Mutual Fund

NAV$32.84
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Returns Overview

1 Month
+3.73%
3 Months
+0.22%
6 Months
+12.22%
YTD
+7.68%
1 Year
+10.89%
3 Years (annualized)
+17.94%
5 Years (annualized)
+9.98%
10 Years (annualized)
+16.12%

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)
+7.68%
Peer Avg (YTD)
+8.51%
vs Peers
-0.83%

NGDLX Mutual Fund Performance

NGDLX performance across multiple time periods: 1-month 3.73%, YTD 7.68%, 1-year 10.89%, 3-year 17.94%, 5-year 9.98%, 10-year 16.12%.

NGDLX returns trail the peer average of 8.51% 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.