NRMGX Mutual Fund

NAV$15.57

Returns Overview

1 Month
+1.48%
3 Months
+18.09%
6 Months
+12.13%
YTD
+9.96%
1 Year
+7.71%
3 Years (annualized)
+11.11%
5 Years (annualized)
+3.66%
10 Years (annualized)
+12.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRMGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+10.82%
vs Peers
-0.86%

NRMGX Mutual Fund Performance

NRMGX performance across multiple time periods: 1-month 1.48%, YTD 9.96%, 1-year 7.71%, 3-year 11.11%, 5-year 3.66%, 10-year 12.24%.

NRMGX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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