NRGSX Mutual Fund

NRGSX Mutual Fund

NAV$61.62
See how much of NRGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.78%
3 Months
+5.04%
6 Months
+7.67%
YTD
+13.30%
1 Year
+12.16%
3 Years (annualized)
+6.06%
5 Years (annualized)
+3.28%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NRGSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.30%
Peer Avg (YTD)
+15.31%
vs Peers
-2.01%

NRGSX Mutual Fund Performance

NRGSX performance across multiple time periods: 1-month -0.78%, YTD 13.30%, 1-year 12.16%, 3-year 6.06%, 5-year 3.28%, 10-year 9.73%.

NRGSX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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