NGCRX Mutual Fund

NGCRX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
-3.14%
3 Months
-2.40%
6 Months
+1.04%
YTD
+0.95%
1 Year
+2.98%
3 Years (annualized)
+9.14%
5 Years (annualized)
+3.66%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGCRX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+2.46%
vs Peers
-1.50%

NGCRX Mutual Fund Performance

NGCRX performance across multiple time periods: 1-month -3.14%, YTD 0.95%, 1-year 2.98%, 3-year 9.14%, 5-year 3.66%, 10-year 4.75%.

NGCRX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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