NGRDX Mutual Fund

NGRDX Mutual Fund

NAV$31.18
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Returns Overview

1 Month
-4.06%
3 Months
+1.07%
6 Months
+2.77%
YTD
+4.95%
1 Year
+2.70%
3 Years (annualized)
+19.31%
5 Years (annualized)
+9.12%
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)
+4.95%
Peer Avg (YTD)
+5.23%
vs Peers
-0.28%

NGRDX Mutual Fund Performance

NGRDX performance across multiple time periods: 1-month -4.06%, YTD 4.95%, 1-year 2.70%, 3-year 19.31%, 5-year 9.12%, 10-year 15.60%.

NGRDX returns trail the peer average of 5.23% 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.