NRGEX Mutual Fund

NRGEX Mutual Fund

NAV$58.99
See how much of NRGEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.78%
3 Months
-6.27%
6 Months
+6.13%
YTD
+6.34%
1 Year
+5.94%
3 Years (annualized)
+8.22%
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
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)
+6.34%
Peer Avg (YTD)
+10.34%
vs Peers
-4.00%

NRGEX Mutual Fund Performance

NRGEX performance across multiple time periods: 1-month -6.78%, YTD 6.34%, 1-year 5.94%, 3-year 8.22%, 5-year 3.92%, 10-year 9.93%.

NRGEX returns trail the peer average of 10.34% 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.