NRGSX Mutual Fund

NRGSX Mutual Fund

NAV$58.88
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Returns Overview

1 Month
-6.25%
3 Months
-5.87%
6 Months
+6.39%
YTD
+6.43%
1 Year
+5.83%
3 Years (annualized)
+6.38%
5 Years (annualized)
+2.54%
10 Years (annualized)
+9.88%

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)
+6.43%
Peer Avg (YTD)
+10.34%
vs Peers
-3.91%

NRGSX Mutual Fund Performance

NRGSX performance across multiple time periods: 1-month -6.25%, YTD 6.43%, 1-year 5.83%, 3-year 6.38%, 5-year 2.54%, 10-year 9.88%.

NRGSX returns trail the peer average of 10.34% 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.