NMGRX Mutual Fund

NMGRX Mutual Fund

NAV$14.95
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Returns Overview

1 Month
-8.45%
3 Months
-1.58%
6 Months
+0.40%
YTD
+2.26%
1 Year
-3.85%
3 Years (annualized)
+10.98%
5 Years (annualized)
+2.16%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMGRX 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)
+2.26%
Peer Avg (YTD)
+9.54%
vs Peers
-7.28%

NMGRX Mutual Fund Performance

NMGRX performance across multiple time periods: 1-month -8.45%, YTD 2.26%, 1-year -3.85%, 3-year 10.98%, 5-year 2.16%, 10-year 9.76%.

NMGRX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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