NUGIX Mutual Fund

NUGIX Mutual Fund

NAV$36.50
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Returns Overview

1 Month
-2.90%
3 Months
+0.83%
6 Months
+7.97%
YTD
+4.85%
1 Year
+7.32%
3 Years (annualized)
+14.07%
5 Years (annualized)
+8.53%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUGIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.85%
Peer Avg (YTD)
+9.29%
vs Peers
-4.44%

NUGIX Mutual Fund Performance

NUGIX performance across multiple time periods: 1-month -2.90%, YTD 4.85%, 1-year 7.32%, 3-year 14.07%, 5-year 8.53%, 10-year 9.55%.

NUGIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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