NGISX Mutual Fund

NGISX Mutual Fund

NAV$20.62
See how much of NGISX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.53%
3 Months
+1.72%
6 Months
+17.02%
YTD
+11.34%
1 Year
+13.97%
3 Years (annualized)
+19.41%
5 Years (annualized)
+10.54%
10 Years (annualized)
+15.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGISX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.34%
Peer Avg (YTD)
+8.68%
vs Peers
+2.66%

NGISX Mutual Fund Performance

NGISX performance across multiple time periods: 1-month -0.53%, YTD 11.34%, 1-year 13.97%, 3-year 19.41%, 5-year 10.54%, 10-year 15.37%.

NGISX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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