NGJIX Mutual Fund

NAV$21.07

Returns Overview

1 Month
+1.08%
3 Months
+8.22%
6 Months
+9.80%
YTD
+9.69%
1 Year
+12.86%
3 Years (annualized)
+9.51%
5 Years (annualized)
+2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGJIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+9.69%
Peer Avg (YTD)
+11.24%
vs Peers
-1.55%

NGJIX Mutual Fund Performance

NGJIX performance across multiple time periods: 1-month 1.08%, YTD 9.69%, 1-year 12.86%, 3-year 9.51%, 5-year 2.81%.

NGJIX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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