NUGCX Mutual Fund

NUGCX Mutual Fund

NAV$36.02
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Returns Overview

1 Month
+0.93%
3 Months
+3.62%
6 Months
+3.56%
YTD
+7.26%
1 Year
+11.16%
3 Years (annualized)
+15.02%
5 Years (annualized)
+8.63%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUGCX 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)
+7.26%
Peer Avg (YTD)
+10.17%
vs Peers
-2.91%

NUGCX Mutual Fund Performance

NUGCX performance across multiple time periods: 1-month 0.93%, YTD 7.26%, 1-year 11.16%, 3-year 15.02%, 5-year 8.63%, 10-year 9.05%.

NUGCX returns trail the peer average of 10.17% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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