Performance analysis of NXG (Cushing NextGen Infrastructure Income Fund)
Annual Return
Over the past 3 years, NXG has had an average annual return of +32.14%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, NXG has had an average annual return of +17.52%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, NXG has had an average annual return of +10.21%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Sep 26, 2012, NXG has had an average annual return of +6.22%, underperforming the benchmark SPY, which returned +14.66% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +26.29% | +25.98% | +51.18% | +4.45% | -7.45% | +27.78% | -23.46% | +12.86% | -27.43% | +25.92% | +35.69% | -26.43% |
| 2014 | 2013 | 2012 | |||||||||
| -9.12% | +18.03% | -8.26% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.55% | +7.81% | +2.43% | +5.36% | +2.36% | +12.52% | -7.19% | +26.29% | |||||
| 2025 | +6.55% | -0.11% | -0.25% | -5.02% | +7.95% | +7.96% | +6.72% | -10.38% | +4.71% | +3.83% | +1.59% | +1.47% | +25.98% |
| 2024 | -2.76% | +5.59% | +11.36% | +3.35% | +6.89% | +0.41% | -4.06% | +4.27% | +4.81% | +4.87% | +24.99% | -13.27% | +51.18% |
| 2023 | +8.17% | -4.92% | -5.06% | +0.06% | -0.60% | +7.75% | +3.78% | -8.49% | +5.61% | -10.00% | -2.05% | +12.89% | +4.45% |
| 2022 | -4.29% | +2.91% | +4.60% | -8.07% | +7.82% | -14.86% | +16.21% | +2.36% | -15.60% | +11.84% | +4.82% | -9.55% | -7.45% |
| 2021 | +5.18% | +5.63% | +1.31% | +9.66% | +7.05% | +3.48% | -8.93% | +4.99% | +3.17% | +3.63% | -6.91% | -1.80% | +27.78% |
| 2020 | -7.28% | -12.09% | -42.91% | +22.70% | +15.32% | -6.24% | +2.11% | +0.88% | -13.12% | -1.63% | +37.36% | +2.53% | -23.46% |
| 2019 | +19.06% | +3.89% | +4.32% | -1.60% | -7.76% | -5.70% | +1.13% | -6.37% | +2.47% | -0.39% | -2.05% | +7.93% | +12.86% |
| 2018 | +0.49% | -14.42% | -7.87% | +11.93% | +3.39% | +1.79% | +5.32% | +1.89% | +1.19% | -14.29% | -0.32% | -16.20% | -27.43% |
| 2017 | +8.69% | +0.31% | -0.54% | -1.90% | -2.05% | -0.51% | +2.74% | -3.20% | +10.12% | +0.40% | +1.74% | +8.57% | +25.92% |
Drawdown analysis of NXG (Cushing NextGen Infrastructure Income Fund)
The maximum drawdown for the NXG was -76.48%, occurring on Mar 18, 2020. Recovery took 1142 trading sessions.
The current NXG drawdown is -7.19%.
Since Sep 26, 2012 NXG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.48% | Jul 29, 2014 | 1419 | Mar 18, 2020 | 1142 | Oct 1, 2024 | 2561 |
| -26.15% | Jan 24, 2025 | 50 | Apr 7, 2025 | 57 | Jun 30, 2025 | 107 |
| -22.87% | Nov 29, 2024 | 14 | Dec 19, 2024 | 22 | Jan 24, 2025 | 36 |
| -13.18% | Jul 31, 2025 | 14 | Aug 20, 2025 | 73 | Dec 3, 2025 | 87 |
| -12.59% | May 28, 2013 | 93 | Oct 8, 2013 | 53 | Dec 23, 2013 | 146 |
| -12.28% | Oct 22, 2012 | 16 | Nov 15, 2012 | 52 | Feb 1, 2013 | 68 |
| -8.24% | Jun 30, 2026 | 12 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -7.19% | Mar 2, 2026 | 5 | Mar 9, 2026 | 6 | Mar 17, 2026 | 11 |
| -6.79% | Mar 25, 2026 | 7 | Apr 6, 2026 | 15 | Apr 27, 2026 | 22 |
| -6.19% | May 14, 2026 | 5 | May 21, 2026 | 9 | Jun 4, 2026 | 14 |
| -6.00% | Jul 3, 2025 | 11 | Jul 21, 2025 | 6 | Jul 29, 2025 | 17 |
| -5.41% | Dec 5, 2025 | 7 | Dec 16, 2025 | 20 | Jan 15, 2026 | 27 |
| -4.72% | Jun 4, 2026 | 5 | Jun 11, 2026 | 10 | Jun 26, 2026 | 15 |
| -4.71% | Jan 22, 2014 | 8 | Feb 3, 2014 | 8 | Feb 13, 2014 | 16 |
| -4.69% | Apr 11, 2013 | 6 | Apr 19, 2013 | 13 | May 8, 2013 | 19 |
| -3.37% | Oct 9, 2024 | 14 | Oct 29, 2024 | 6 | Nov 6, 2024 | 20 |
| -3.16% | Jul 1, 2014 | 4 | Jul 8, 2014 | 10 | Jul 22, 2014 | 14 |
| -2.98% | Apr 3, 2014 | 6 | Apr 11, 2014 | 5 | Apr 21, 2014 | 11 |
| -2.66% | Mar 13, 2013 | 17 | Apr 8, 2013 | 3 | Apr 11, 2013 | 20 |
| -2.51% | Jun 12, 2014 | 4 | Jun 18, 2014 | 8 | Jun 30, 2014 | 12 |
| -2.13% | Apr 27, 2026 | 2 | Apr 29, 2026 | 1 | Apr 30, 2026 | 3 |
| -2.12% | Feb 19, 2013 | 7 | Feb 28, 2013 | 2 | Mar 4, 2013 | 9 |
| -1.90% | Mar 19, 2026 | 1 | Mar 20, 2026 | 2 | Mar 24, 2026 | 3 |
| -1.83% | Jan 15, 2026 | 4 | Jan 22, 2026 | 7 | Feb 2, 2026 | 11 |
| -1.42% | Mar 4, 2013 | 2 | Mar 6, 2013 | 5 | Mar 13, 2013 | 7 |