Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRGUX (INTEGRITY ENERGIZED DIVIDEND FUND INTEGRITY ENERGIZED DIVIDEND FUND CLASS C) | NA | 31.54% | -6.96% | 1.84% | NA | NA | NA | … | … |
Data as of 07/01/2021, Common starting date is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRGUX (INTEGRITY ENERGIZED DIVIDEND FUND INTEGRITY ENERGIZED DIVIDEND FUND CLASS C) | 05/05/2016 | 07/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.54 | -6.96 | 1.84 | NA | NA | NA | … | … | 22.01 | -30.61 | 11.57 | -22.05 | 16.64 | 21.85 |
| Sharpe Ratio | NA | 1.10 | -0.24 | 0.04 | NA | NA | NA | … | … | 2.31 | -0.58 | 0.70 | -1.25 | 1.35 | 2.08 |
| Standard Deviation(%) | NA | 28.60 | 33.64 | 27.60 | NA | NA | NA | … | … | 21.32 | 52.85 | 14.70 | 18.67 | 11.90 | 16.56 |
| Draw Down(%) | NA | 21.47 | 59.19 | 59.19 | NA | NA | NA | … | … | 10.13 | 56.53 | 15.49 | 25.92 | 9.00 | 5.48 |
| Yield(%) | 0.00 | 3.67 | 4.64 | 6.23 | 3.31 | 2.21 | 1.66 | … | … | 1.31 | 3.28 | 4.20 | 8.80 | 6.90 | 4.98 |
Data as of 07/01/2021, Common starting date is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRGUX (INTEGRITY ENERGIZED DIVIDEND FUND INTEGRITY ENERGIZED DIVIDEND FUND CLASS C) |
-16.80%
Oct 2017 – Oct 2020 |
1.96%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRGUX (INTEGRITY ENERGIZED DIVIDEND FUND INTEGRITY ENERGIZED DIVIDEND FUND CLASS C) |
10.31%
Jun 2016 – Jun 2019 |
1.96%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart