NLGAX Mutual Fund

NLGAX Mutual Fund

NAV$11.09
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Returns Overview

1 Month
-0.20%
3 Months
+6.20%
6 Months
+5.13%
YTD
+4.84%
1 Year
+12.00%
3 Years (annualized)
+10.32%
5 Years (annualized)
+4.27%
10 Years (annualized)
+5.91%

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)
+4.84%
Peer Avg (YTD)
+4.14%
vs Peers
+0.69%

NLGAX Mutual Fund Performance

NLGAX performance across multiple time periods: 1-month -0.20%, YTD 4.84%, 1-year 12.00%, 3-year 10.32%, 5-year 4.27%, 10-year 5.91%.

NLGAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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