NGREX Mutual Fund

NGREX Mutual Fund

NAV$11.11
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Returns Overview

1 Month
+2.55%
3 Months
+2.34%
6 Months
+7.89%
YTD
+11.83%
1 Year
+17.89%
3 Years (annualized)
+9.85%
5 Years (annualized)
+2.17%
10 Years (annualized)
+3.56%

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
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📉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)
+11.83%
Peer Avg (YTD)
+12.53%
vs Peers
-0.70%

NGREX Mutual Fund Performance

NGREX performance across multiple time periods: 1-month 2.55%, YTD 11.83%, 1-year 17.89%, 3-year 9.85%, 5-year 2.17%, 10-year 3.56%.

NGREX returns trail the peer average of 12.53% 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.