NGJCX Mutual Fund

NAV$21.05

Returns Overview

1 Month
+1.01%
3 Months
+7.94%
6 Months
+9.24%
YTD
+9.18%
1 Year
+11.72%
3 Years (annualized)
+8.43%
5 Years (annualized)
+1.79%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+11.24%
vs Peers
-2.06%

NGJCX Mutual Fund Performance

NGJCX performance across multiple time periods: 1-month 1.01%, YTD 9.18%, 1-year 11.72%, 3-year 8.43%, 5-year 1.79%.

NGJCX returns trail the peer average of 11.24% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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