NGJAX Mutual Fund

NGJAX Mutual Fund

NAV$20.11
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Returns Overview

1 Month
+2.39%
3 Months
-6.55%
6 Months
-4.47%
YTD
+5.05%
1 Year
+6.10%
3 Years (annualized)
+11.54%
5 Years (annualized)
+0.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGJAX 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
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📉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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+7.23%
vs Peers
-2.17%

NGJAX Mutual Fund Performance

NGJAX performance across multiple time periods: 1-month 2.39%, YTD 5.05%, 1-year 6.10%, 3-year 11.54%, 5-year 0.14%.

NGJAX returns trail the peer average of 7.23% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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