NRGSX Mutual Fund

NRGSX Mutual Fund

NAV$62.67
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Returns Overview

1 Month
+7.38%
3 Months
+13.02%
6 Months
+14.20%
YTD
+13.06%
1 Year
+14.09%
3 Years (annualized)
+6.15%
5 Years (annualized)
+3.50%
10 Years (annualized)
+10.35%

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
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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)
+13.06%
Peer Avg (YTD)
+18.52%
vs Peers
-5.46%

NRGSX Mutual Fund Performance

NRGSX performance across multiple time periods: 1-month 7.38%, YTD 13.06%, 1-year 14.09%, 3-year 6.15%, 5-year 3.50%, 10-year 10.35%.

NRGSX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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