NGJCX Mutual Fund

NGJCX Mutual Fund

NAV$18.90
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Returns Overview

1 Month
-3.12%
3 Months
+0.33%
6 Months
-2.08%
YTD
+8.44%
1 Year
+8.83%
3 Years (annualized)
+8.36%
5 Years (annualized)
+0.52%

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
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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)
+8.44%
Peer Avg (YTD)
+9.10%
vs Peers
-0.66%

NGJCX Mutual Fund Performance

NGJCX performance across multiple time periods: 1-month -3.12%, YTD 8.44%, 1-year 8.83%, 3-year 8.36%, 5-year 0.52%.

NGJCX returns trail the peer average of 9.10% 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.