NLGAX Mutual Fund

NLGAX Mutual Fund

NAV$10.83
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Returns Overview

1 Month
+1.47%
3 Months
+0.52%
6 Months
+3.31%
YTD
+5.61%
1 Year
+9.94%
3 Years (annualized)
+10.48%
5 Years (annualized)
+3.99%
10 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NLGAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+3.78%
vs Peers
+1.83%

NLGAX Mutual Fund Performance

NLGAX performance across multiple time periods: 1-month 1.47%, YTD 5.61%, 1-year 9.94%, 3-year 10.48%, 5-year 3.99%, 10-year 5.58%.

NLGAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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