NGUAX Mutual Fund

NGUAX Mutual Fund

NAV$33.01
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Returns Overview

1 Month
+3.71%
3 Months
+0.16%
6 Months
+12.09%
YTD
+7.55%
1 Year
+10.69%
3 Years (annualized)
+17.83%
5 Years (annualized)
+9.85%
10 Years (annualized)
+15.93%

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
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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)
+7.55%
Peer Avg (YTD)
+8.51%
vs Peers
-0.95%

NGUAX Mutual Fund Performance

NGUAX performance across multiple time periods: 1-month 3.71%, YTD 7.55%, 1-year 10.69%, 3-year 17.83%, 5-year 9.85%, 10-year 15.93%.

NGUAX returns trail the peer average of 8.51% 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.