NGJFX Mutual Fund

NGJFX Mutual Fund

NAV$18.97
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Returns Overview

1 Month
-3.03%
3 Months
+0.66%
6 Months
-1.51%
YTD
+9.27%
1 Year
+10.12%
3 Years (annualized)
+9.56%
5 Years (annualized)
+1.64%

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

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)
+9.27%
Peer Avg (YTD)
+9.10%
vs Peers
+0.17%

NGJFX Mutual Fund Performance

NGJFX performance across multiple time periods: 1-month -3.03%, YTD 9.27%, 1-year 10.12%, 3-year 9.56%, 5-year 1.64%.

NGJFX returns outperform the peer average of 9.10% 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.