NAIGX Mutual Fund

NAIGX Mutual Fund

NAV$40.18
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Returns Overview

1 Month
-4.22%
3 Months
+1.41%
6 Months
+7.54%
YTD
+5.93%
1 Year
+12.86%
3 Years (annualized)
+18.44%
5 Years (annualized)
+11.54%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAIGX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.93%
Peer Avg (YTD)
+9.89%
vs Peers
-3.97%

NAIGX Mutual Fund Performance

NAIGX performance across multiple time periods: 1-month -4.22%, YTD 5.93%, 1-year 12.86%, 3-year 18.44%, 5-year 11.54%, 10-year 8.95%.

NAIGX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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