NGRDX Mutual Fund

NGRDX Mutual Fund

NAV$32.53
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Returns Overview

1 Month
+3.73%
3 Months
+0.22%
6 Months
+12.25%
YTD
+7.71%
1 Year
+10.98%
3 Years (annualized)
+18.12%
5 Years (annualized)
+10.11%
10 Years (annualized)
+15.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGRDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+8.51%
vs Peers
-0.80%

NGRDX Mutual Fund Performance

NGRDX performance across multiple time periods: 1-month 3.73%, YTD 7.71%, 1-year 10.98%, 3-year 18.12%, 5-year 10.11%, 10-year 15.60%.

NGRDX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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