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NXG · Nxg Nextgen Infrastructure Income Fund

Over the last 14 years (2012-10 to 2026-09), $10,000 invested in NXG with dividends reinvested grew to $20,930, 5.42% a year, with a worst peak-to-trough fall of -63.71%. Past performance doesn't predict future results.

Growth of $10,000 · 2012-10 to 2026-09 · dividends reinvested

CAGR (annualized return)
5.42%
Volatility (annualized)
29.00%
Worst drawdown
-63.71%
Sharpe ratio
0.27

How NXG held up in past market crashes

NXG has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 69.0% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 4.7 years from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of NXG in each market crash, next to the S&P 500
CrashNXG deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-34.8%-20.2%Oct 2018 to Dec 2018Not yet
2020 COVID crash-69.0%-34.1%Feb 2020 to Mar 20204.7 years
2022 bear market-24.2%-25.4%Jan 2022 to Jun 20222.4 years

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About NXG

NXG NextGen Infrastructure Income Fund is a closed-end management investment company focused on infrastructure-related securities. The fund seeks to deliver high total return with an emphasis on current income by investing primarily in equity and debt securities of infrastructure companies across energy infrastructure, industrial infrastructure, sustainable infrastructure, and technology and communication infrastructure. It may also allocate part of its portfolio to energy master limited partnerships, giving it exposure to businesses tied to transportation, utilities, logistics, and essential network services. Managed by NXG Investment Management and headquartered in Dallas, Texas, NXG provides investors with a diversified way to access infrastructure assets that support the operation and modernization of the economy.

Put NXG to the test

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Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.