NMGRX Mutual Fund

NMGRX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
-1.67%
3 Months
-8.70%
6 Months
-1.28%
YTD
+0.55%
1 Year
-5.91%
3 Years (annualized)
+7.01%
5 Years (annualized)
-0.97%
10 Years (annualized)
+3.69%

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)
+0.55%
Peer Avg (YTD)
+9.89%
vs Peers
-9.34%

NMGRX Mutual Fund Performance

NMGRX performance across multiple time periods: 1-month -1.67%, YTD 0.55%, 1-year -5.91%, 3-year 7.01%, 5-year -0.97%, 10-year 3.69%.

NMGRX returns trail the peer average of 9.89% 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.