NGDRX Mutual Fund

NGDRX Mutual Fund

NAV$33.04
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Returns Overview

1 Month
+3.69%
3 Months
+0.06%
6 Months
+11.85%
YTD
+7.23%
1 Year
+10.20%
3 Years (annualized)
+18.89%
5 Years (annualized)
+13.75%
10 Years (annualized)
+21.30%

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)
+7.23%
Peer Avg (YTD)
+8.51%
vs Peers
-1.28%

NGDRX Mutual Fund Performance

NGDRX performance across multiple time periods: 1-month 3.69%, YTD 7.23%, 1-year 10.20%, 3-year 18.89%, 5-year 13.75%, 10-year 21.30%.

NGDRX returns trail the peer average of 8.51% 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.