NGRRX Mutual Fund

NGRRX Mutual Fund

NAV$40.32
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Returns Overview

1 Month
-0.37%
3 Months
-3.42%
6 Months
+2.12%
YTD
+5.70%
1 Year
+13.32%
3 Years (annualized)
+20.09%
5 Years (annualized)
+10.87%
10 Years (annualized)
+8.83%

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)
+5.70%
Peer Avg (YTD)
+10.38%
vs Peers
-4.68%

NGRRX Mutual Fund Performance

NGRRX performance across multiple time periods: 1-month -0.37%, YTD 5.70%, 1-year 13.32%, 3-year 20.09%, 5-year 10.87%, 10-year 8.83%.

NGRRX returns trail the peer average of 10.38% 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.