NGRRX Mutual Fund

NGRRX Mutual Fund

NAV$41.79
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Returns Overview

1 Month
+4.68%
3 Months
+5.74%
6 Months
+4.73%
YTD
+10.51%
1 Year
+25.86%
3 Years (annualized)
+17.15%
5 Years (annualized)
+11.62%
10 Years (annualized)
+9.25%

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)
+10.51%
Peer Avg (YTD)
+11.12%
vs Peers
-0.61%

NGRRX Mutual Fund Performance

NGRRX performance across multiple time periods: 1-month 4.68%, YTD 10.51%, 1-year 25.86%, 3-year 17.15%, 5-year 11.62%, 10-year 9.25%.

NGRRX returns trail the peer average of 11.12% 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.