NESGX Mutual Fund

NESGX Mutual Fund

NAV$27.55
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Returns Overview

1 Month
-8.84%
3 Months
-12.86%
6 Months
-7.89%
YTD
+32.36%
1 Year
+28.19%
3 Years (annualized)
+30.89%
5 Years (annualized)
+3.63%
10 Years (annualized)
+15.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NESGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+32.36%
Peer Avg (YTD)
+11.26%
vs Peers
+21.10%

NESGX Mutual Fund Performance

NESGX performance across multiple time periods: 1-month -8.84%, YTD 32.36%, 1-year 28.19%, 3-year 30.89%, 5-year 3.63%, 10-year 15.53%.

NESGX returns outperform the peer average of 11.26% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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