NUGCX Mutual Fund

NUGCX Mutual Fund

NAV$37.18
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Returns Overview

1 Month
+2.70%
3 Months
+5.08%
6 Months
+6.27%
YTD
+6.27%
1 Year
+13.45%
3 Years (annualized)
+11.52%
5 Years (annualized)
+8.81%
10 Years (annualized)
+8.85%

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
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📉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)
+6.27%
Peer Avg (YTD)
+9.42%
vs Peers
-3.15%

NUGCX Mutual Fund Performance

NUGCX performance across multiple time periods: 1-month 2.70%, YTD 6.27%, 1-year 13.45%, 3-year 11.52%, 5-year 8.81%, 10-year 8.85%.

NUGCX returns trail the peer average of 9.42% 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.