NGREX Mutual Fund

NGREX Mutual Fund

NAV$10.30
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Returns Overview

1 Month
-5.10%
3 Months
-5.36%
6 Months
+2.09%
YTD
+3.20%
1 Year
+3.06%
3 Years (annualized)
+10.12%
5 Years (annualized)
+1.24%
10 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGREX 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 All Country World IMI Core Real Estate Index(^MSACWIMICRE)
This Mutual Fund (YTD)
+3.20%
Peer Avg (YTD)
+4.73%
vs Peers
-1.53%

NGREX Mutual Fund Performance

NGREX performance across multiple time periods: 1-month -5.10%, YTD 3.20%, 1-year 3.06%, 3-year 10.12%, 5-year 1.24%, 10-year 3.49%.

NGREX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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