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Northern Global Real Estate Index (NGREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.32+0.06 (+0.65%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.41%
5-year average return-0.67%
Number of years up10
Number of years down7
Best 1-yr total return (4 Jul 2024)36.96%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return36.96%
Worst 3-yr total return-5.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNGREXCategory
YTD-2.47%14.32%
1-month0.17%0.73%
3-month-2.04%8.73%
1-year5.89%32.33%
3-year-4.32%7.75%
5-year-0.46%6.57%
10-year2.39%6.49%
Last bull market19.55%23.44%
Last bear market-16.58%-20.52%

Annual total return (%) history

Year
NGREXCategory
2024
N/AN/A
2023
10.02%N/A
2022
-24.32%N/A
2021
22.71%N/A
2020
-8.38%-5.43%
2019
23.15%23.45%
2018
-6.68%-7.11%
2017
14.36%15.12%
2016
4.35%1.97%
2015
-1.17%-0.92%
2014
13.44%11.67%
2013
1.70%2.92%
2012
29.44%31.78%
2011
-8.93%-10.10%
2010
19.40%17.22%
2009
36.96%37.01%
2008
-48.04%-46.63%
2007
-8.49%-7.68%
2006
N/A39.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.44%-2.04%N/AN/A
20230.74%0.59%-5.40%14.78%
2022-3.81%-16.58%-12.29%7.54%
20215.54%7.80%-1.01%8.96%
2020-27.43%9.85%2.52%12.11%
201914.73%0.28%3.61%3.31%
2018-3.14%2.92%-1.01%-5.43%
20173.43%3.53%3.21%3.49%
20164.98%3.70%1.89%-5.92%
20154.01%-5.64%-3.31%4.15%
20143.67%6.96%-3.98%6.55%
20135.40%-4.64%2.20%-0.99%
201213.58%1.06%5.57%6.81%
20112.00%2.48%-18.73%7.21%
20103.63%-8.56%19.42%5.51%
2009-22.30%36.26%24.95%3.54%
2008-5.28%-9.14%-9.62%-33.21%
20075.72%-6.19%3.52%-10.87%
200613.35%N/AN/AN/A

Rank in category (by total return)

YTD29
1-month42
3-month33
1-year24
3-year47
5-year63

Load adjusted returns

1-year5.89%
3-year-4.32%
5-year-0.46%
10-year2.39%