NGCAX Mutual Fund

NGCAX Mutual Fund

NAV$35.93
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Returns Overview

1 Month
-3.09%
3 Months
+0.75%
6 Months
-5.50%
YTD
-15.15%
1 Year
-19.92%
3 Years (annualized)
+5.52%
5 Years (annualized)
-8.13%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGCAX 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 China Index(^MH302400)
This Mutual Fund (YTD)
-15.15%
Peer Avg (YTD)
-4.06%
vs Peers
-11.08%

NGCAX Mutual Fund Performance

NGCAX performance across multiple time periods: 1-month -3.09%, YTD -15.15%, 1-year -19.92%, 3-year 5.52%, 5-year -8.13%, 10-year 2.44%.

NGCAX returns trail the peer average of -4.06% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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