NRGEX Mutual Fund

NRGEX Mutual Fund

NAV$62.00
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Returns Overview

1 Month
-0.71%
3 Months
+5.24%
6 Months
+8.06%
YTD
+13.77%
1 Year
+12.98%
3 Years (annualized)
+6.82%
5 Years (annualized)
+3.92%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRGEX 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 Index(^RUT)
This Mutual Fund (YTD)
+13.77%
Peer Avg (YTD)
+15.31%
vs Peers
-1.54%

NRGEX Mutual Fund Performance

NRGEX performance across multiple time periods: 1-month -0.71%, YTD 13.77%, 1-year 12.98%, 3-year 6.82%, 5-year 3.92%, 10-year 9.93%.

NRGEX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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