NMGAX Mutual Fund

NMGAX Mutual Fund

NAV$15.08
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Returns Overview

1 Month
-8.37%
3 Months
-1.45%
6 Months
+0.60%
YTD
+2.46%
1 Year
-3.59%
3 Years (annualized)
+11.28%
5 Years (annualized)
+2.43%
10 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMGAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+9.54%
vs Peers
-7.08%

NMGAX Mutual Fund Performance

NMGAX performance across multiple time periods: 1-month -8.37%, YTD 2.46%, 1-year -3.59%, 3-year 11.28%, 5-year 2.43%, 10-year 10.83%.

NMGAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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