NUGAX Mutual Fund

NUGAX Mutual Fund

NAV$36.22
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Returns Overview

1 Month
+1.01%
3 Months
+3.81%
6 Months
+3.94%
YTD
+7.78%
1 Year
+12.01%
3 Years (annualized)
+13.76%
5 Years (annualized)
+8.23%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUGAX 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
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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 World Index(MDWO)
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+10.17%
vs Peers
-2.39%

NUGAX Mutual Fund Performance

NUGAX performance across multiple time periods: 1-month 1.01%, YTD 7.78%, 1-year 12.01%, 3-year 13.76%, 5-year 8.23%, 10-year 9.27%.

NUGAX returns trail the peer average of 10.17% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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