NGUAX Mutual Fund

NGUAX Mutual Fund

NAV$31.78
See how much of NGUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.10%
3 Months
+1.62%
6 Months
+4.70%
YTD
+3.71%
1 Year
+7.43%
3 Years (annualized)
+16.19%
5 Years (annualized)
+9.91%
10 Years (annualized)
+15.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGUAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+6.23%
vs Peers
-2.52%

NGUAX Mutual Fund Performance

NGUAX performance across multiple time periods: 1-month -2.10%, YTD 3.71%, 1-year 7.43%, 3-year 16.19%, 5-year 9.91%, 10-year 15.42%.

NGUAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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