NGRRX Mutual Fund

NGRRX Mutual Fund

NAV$40.53
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Returns Overview

1 Month
-4.20%
3 Months
+1.48%
6 Months
+7.67%
YTD
+6.09%
1 Year
+13.11%
3 Years (annualized)
+18.72%
5 Years (annualized)
+11.82%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NGRRX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.09%
Peer Avg (YTD)
+9.89%
vs Peers
-3.80%

NGRRX Mutual Fund Performance

NGRRX performance across multiple time periods: 1-month -4.20%, YTD 6.09%, 1-year 13.11%, 3-year 18.72%, 5-year 11.82%, 10-year 9.22%.

NGRRX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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