NESGX Mutual Fund

NESGX Mutual Fund

NAV$30.98
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Returns Overview

1 Month
-16.68%
3 Months
+5.70%
6 Months
+39.66%
YTD
+55.46%
1 Year
+72.82%
3 Years (annualized)
+24.23%
5 Years (annualized)
+5.60%
10 Years (annualized)
+17.71%

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)
+55.46%
Peer Avg (YTD)
+11.56%
vs Peers
+43.90%

NESGX Mutual Fund Performance

NESGX performance across multiple time periods: 1-month -16.68%, YTD 55.46%, 1-year 72.82%, 3-year 24.23%, 5-year 5.60%, 10-year 17.71%.

NESGX returns outperform the peer average of 11.56% 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.