NOSGX Mutual Fund

NOSGX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
-3.92%
3 Months
-3.21%
6 Months
+11.89%
YTD
+16.21%
1 Year
+20.07%
3 Years (annualized)
+15.50%
5 Years (annualized)
+9.08%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOSGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+16.21%
Peer Avg (YTD)
+10.34%
vs Peers
+5.86%

NOSGX Mutual Fund Performance

NOSGX performance across multiple time periods: 1-month -3.92%, YTD 16.21%, 1-year 20.07%, 3-year 15.50%, 5-year 9.08%, 10-year 8.76%.

NOSGX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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