NGJIX Mutual Fund

NGJIX Mutual Fund

NAV$19.20
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Returns Overview

1 Month
-5.81%
3 Months
-6.31%
6 Months
+1.39%
YTD
+2.77%
1 Year
+2.57%
3 Years (annualized)
+9.43%
5 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGJIX 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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+2.77%
Peer Avg (YTD)
+4.73%
vs Peers
-1.97%

NGJIX Mutual Fund Performance

NGJIX performance across multiple time periods: 1-month -5.81%, YTD 2.77%, 1-year 2.57%, 3-year 9.43%, 5-year 1.53%.

NGJIX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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