NGJIX Mutual Fund

NGJIX Mutual Fund

NAV$20.99
See how much of NGJIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.62%
3 Months
+2.29%
6 Months
+9.02%
YTD
+12.56%
1 Year
+17.93%
3 Years (annualized)
+9.50%
5 Years (annualized)
+2.53%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+12.56%
Peer Avg (YTD)
+12.53%
vs Peers
+0.03%

NGJIX Mutual Fund Performance

NGJIX performance across multiple time periods: 1-month 2.62%, YTD 12.56%, 1-year 17.93%, 3-year 9.50%, 5-year 2.53%.

NGJIX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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