NMGRX Mutual Fund

NAV$15.45

Returns Overview

1 Month
+1.43%
3 Months
+17.91%
6 Months
+11.70%
YTD
+9.52%
1 Year
+6.91%
3 Years (annualized)
+10.19%
5 Years (annualized)
+1.89%
10 Years (annualized)
+11.31%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.52%
Peer Avg (YTD)
+10.82%
vs Peers
-1.29%

NMGRX Mutual Fund Performance

NMGRX performance across multiple time periods: 1-month 1.43%, YTD 9.52%, 1-year 6.91%, 3-year 10.19%, 5-year 1.89%, 10-year 11.31%.

NMGRX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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