NGDRX Mutual Fund

NGDRX Mutual Fund

NAV$32.73
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Returns Overview

1 Month
+1.48%
3 Months
+2.98%
6 Months
+18.96%
YTD
+8.82%
1 Year
+9.01%
3 Years (annualized)
+18.89%
5 Years (annualized)
+13.75%
10 Years (annualized)
+21.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGDRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+8.68%
vs Peers
+0.14%

NGDRX Mutual Fund Performance

NGDRX performance across multiple time periods: 1-month 1.48%, YTD 8.82%, 1-year 9.01%, 3-year 18.89%, 5-year 13.75%, 10-year 21.30%.

NGDRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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