NUGAX Mutual Fund

NUGAX Mutual Fund

NAV$37.04
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Returns Overview

1 Month
-2.90%
3 Months
+0.77%
6 Months
+7.86%
YTD
+4.65%
1 Year
+7.07%
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)
+4.65%
Peer Avg (YTD)
+9.29%
vs Peers
-4.64%

NUGAX Mutual Fund Performance

NUGAX performance across multiple time periods: 1-month -2.90%, YTD 4.65%, 1-year 7.07%, 3-year 13.76%, 5-year 8.23%, 10-year 9.27%.

NUGAX returns trail the peer average of 9.29% 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.