NSGRX Mutual Fund

NAV$30.11

Returns Overview

1 Month
+5.61%
3 Months
+20.47%
6 Months
+22.96%
YTD
+22.15%
1 Year
+38.53%
3 Years (annualized)
+17.83%
5 Years (annualized)
+8.40%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSGRX 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)
+22.15%
Peer Avg (YTD)
+18.52%
vs Peers
+3.63%

NSGRX Mutual Fund Performance

NSGRX performance across multiple time periods: 1-month 5.61%, YTD 22.15%, 1-year 38.53%, 3-year 17.83%, 5-year 8.40%, 10-year 11.53%.

NSGRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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