NESGX Mutual Fund

NAV$33.11

Returns Overview

1 Month
+8.34%
3 Months
+61.77%
6 Months
+86.58%
YTD
+82.29%
1 Year
+112.86%
3 Years (annualized)
+33.67%
5 Years (annualized)
+9.66%
10 Years (annualized)
+20.49%

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
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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+82.29%
Peer Avg (YTD)
+16.06%
vs Peers
+66.23%

NESGX Mutual Fund Performance

NESGX performance across multiple time periods: 1-month 8.34%, YTD 82.29%, 1-year 112.86%, 3-year 33.67%, 5-year 9.66%, 10-year 20.49%.

NESGX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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