NGJAX Mutual Fund

NGJAX Mutual Fund

NAV$19.22
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Returns Overview

1 Month
-5.85%
3 Months
-6.35%
6 Months
+1.29%
YTD
+2.60%
1 Year
+2.29%
3 Years (annualized)
+9.18%
5 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGJAX 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
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📉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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+4.73%
vs Peers
-2.14%

NGJAX Mutual Fund Performance

NGJAX performance across multiple time periods: 1-month -5.85%, YTD 2.60%, 1-year 2.29%, 3-year 9.18%, 5-year 0.90%.

NGJAX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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