NRDGX Mutual Fund

NRDGX Mutual Fund

NAV$25.75
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Returns Overview

1 Month
+3.82%
3 Months
+6.45%
6 Months
+20.78%
YTD
+21.88%
1 Year
+19.64%
3 Years (annualized)
+21.91%
5 Years (annualized)
+15.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRDGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.88%
Peer Avg (YTD)
+11.29%
vs Peers
+10.59%

NRDGX Mutual Fund Performance

NRDGX performance across multiple time periods: 1-month 3.82%, YTD 21.88%, 1-year 19.64%, 3-year 21.91%, 5-year 15.58%.

NRDGX returns outperform the peer average of 11.29% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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