NGISX Mutual Fund

NGISX Mutual Fund

NAV$20.22
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Returns Overview

1 Month
-0.25%
3 Months
+3.85%
6 Months
+7.99%
YTD
+9.18%
1 Year
+18.35%
3 Years (annualized)
+17.72%
5 Years (annualized)
+10.72%
10 Years (annualized)
+15.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGISX 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)
+9.18%
Peer Avg (YTD)
+6.23%
vs Peers
+2.94%

NGISX Mutual Fund Performance

NGISX performance across multiple time periods: 1-month -0.25%, YTD 9.18%, 1-year 18.35%, 3-year 17.72%, 5-year 10.72%, 10-year 15.00%.

NGISX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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