NIAGX Mutual Fund

NIAGX Mutual Fund

NAV$15.01
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Returns Overview

1 Month
+3.02%
3 Months
-0.32%
6 Months
+8.49%
YTD
+8.79%
1 Year
+11.53%
3 Years (annualized)
+15.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NIAGX 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
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📉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
MSCI All Country World Index IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+9.59%
vs Peers
-0.80%

NIAGX Mutual Fund Performance

NIAGX performance across multiple time periods: 1-month 3.02%, YTD 8.79%, 1-year 11.53%, 3-year 15.17%.

NIAGX returns trail the peer average of 9.59% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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