NIAGX Mutual Fund

NIAGX Mutual Fund

NAV$15.18
See how much of NIAGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.24%
3 Months
+2.06%
6 Months
+3.47%
YTD
+5.60%
1 Year
+9.93%
3 Years (annualized)
+11.67%

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
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
MSCI All Country World Index IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+5.60%
Peer Avg (YTD)
+8.62%
vs Peers
-3.02%

NIAGX Mutual Fund Performance

NIAGX performance across multiple time periods: 1-month -4.24%, YTD 5.60%, 1-year 9.93%, 3-year 11.67%.

NIAGX returns trail the peer average of 8.62% 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.