NGDRX Mutual Fund

NGDRX Mutual Fund

NAV$31.19
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Returns Overview

1 Month
-2.14%
3 Months
+1.49%
6 Months
+4.44%
YTD
+3.41%
1 Year
+6.92%
3 Years (annualized)
+15.63%
5 Years (annualized)
+9.36%
10 Years (annualized)
+14.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGDRX 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)
+3.41%
Peer Avg (YTD)
+6.23%
vs Peers
-2.82%

NGDRX Mutual Fund Performance

NGDRX performance across multiple time periods: 1-month -2.14%, YTD 3.41%, 1-year 6.92%, 3-year 15.63%, 5-year 9.36%, 10-year 14.84%.

NGDRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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