NRGEX Mutual Fund

NAV$63.10

Returns Overview

1 Month
+7.43%
3 Months
+13.22%
6 Months
+14.59%
YTD
+13.45%
1 Year
+14.89%
3 Years (annualized)
+6.55%

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
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 Index(^RUT)
This Mutual Fund (YTD)
+13.45%
Peer Avg (YTD)
+18.52%
vs Peers
-5.07%

NRGEX Mutual Fund Performance

NRGEX performance across multiple time periods: 1-month 7.43%, YTD 13.45%, 1-year 14.89%, 3-year 6.55%.

NRGEX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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