NGJCX Mutual Fund

NGJCX Mutual Fund

NAV$20.95
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Returns Overview

1 Month
+2.52%
3 Months
+2.02%
6 Months
+8.47%
YTD
+11.94%
1 Year
+16.76%
3 Years (annualized)
+8.40%
5 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGJCX 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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+11.94%
Peer Avg (YTD)
+12.53%
vs Peers
-0.60%

NGJCX Mutual Fund Performance

NGJCX performance across multiple time periods: 1-month 2.52%, YTD 11.94%, 1-year 16.76%, 3-year 8.40%, 5-year 1.51%.

NGJCX returns trail the peer average of 12.53% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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