NGJFX Mutual Fund

NGJFX Mutual Fund

NAV$20.11
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Returns Overview

1 Month
+2.45%
3 Months
-6.47%
6 Months
-4.31%
YTD
+5.39%
1 Year
+6.49%
3 Years (annualized)
+11.93%
5 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGJFX 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)
+5.39%
Peer Avg (YTD)
+7.23%
vs Peers
-1.84%

NGJFX Mutual Fund Performance

NGJFX performance across multiple time periods: 1-month 2.45%, YTD 5.39%, 1-year 6.49%, 3-year 11.93%, 5-year 0.85%.

NGJFX returns trail the peer average of 7.23% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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