NIAGX Mutual Fund

NIAGX Mutual Fund

NAV$15.63
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Returns Overview

1 Month
+1.04%
3 Months
+14.09%
6 Months
+10.28%
YTD
+9.12%
1 Year
+14.38%
3 Years (annualized)
+14.20%

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)
+9.12%
Peer Avg (YTD)
+9.57%
vs Peers
-0.45%

NIAGX Mutual Fund Performance

NIAGX performance across multiple time periods: 1-month 1.04%, YTD 9.12%, 1-year 14.38%, 3-year 14.20%.

NIAGX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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