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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MicroSectors U.S. Big Oil Index 3X Leveraged ETN, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU) has returned 168.34% so far this year and 92.20% over the past 12 months.
MicroSectors U.S. Big Oil Index 3X Leveraged ETN
- 1D
- -5.28%
- 1M
- 54.17%
- YTD
- 168.34%
- 6M
- 128.96%
- 1Y
- 92.20%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Feb 20, 2025, NRGU's average daily return is +0.37%, while the average monthly return is +7.09%. At this rate, your investment would double in approximately 0.8 years.
Historically, 64% of months were positive and 36% were negative. The best month was Mar 2026 with a return of +54.2%, while the worst month was Apr 2025 at -46.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.
On a daily basis, NRGU closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +29.3%, while the worst single day was Apr 3, 2025 at -30.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 34.46% | 29.45% | 54.17% | 168.34% | |||||||||
| 2025 | -10.07% | 4.01% | -46.37% | 9.68% | 12.38% | 12.62% | 17.04% | -3.66% | -11.12% | 6.80% | -10.12% | -33.00% |
Benchmark Metrics
MicroSectors U.S. Big Oil Index 3X Leveraged ETN has an annualized alpha of 109.24%, beta of 2.39, and R² of 0.26 versus S&P 500 Index. Calculated based on daily prices since February 21, 2025.
- This ETF captured 465.40% of S&P 500 Index gains but only 71.22% of its losses — a favorable profile for investors.
- R² of 0.26 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 109.24%
- Beta
- 2.39
- R²
- 0.26
- Upside Capture
- 465.40%
- Downside Capture
- 71.22%
Expense Ratio
NRGU has a high expense ratio of 0.95%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
NRGU ranks 59 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU) and compare them to a chosen benchmark (S&P 500 Index).
| NRGU | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.90 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.39 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.40 | +0.39 |
Martin ratioReturn relative to average drawdown | 3.65 | 6.61 | -2.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore NRGU risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MicroSectors U.S. Big Oil Index 3X Leveraged ETN. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MicroSectors U.S. Big Oil Index 3X Leveraged ETN was 57.50%, occurring on Apr 10, 2025. Recovery took 205 trading sessions.
The current MicroSectors U.S. Big Oil Index 3X Leveraged ETN drawdown is 7.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.5% | Feb 21, 2025 | 35 | Apr 10, 2025 | 205 | Feb 4, 2026 | 240 |
| -7.6% | Feb 12, 2026 | 1 | Feb 12, 2026 | 4 | Feb 19, 2026 | 5 |
| -7.45% | Mar 30, 2026 | 2 | Mar 31, 2026 | — | — | — |
| -7.25% | Mar 9, 2026 | 2 | Mar 10, 2026 | 1 | Mar 11, 2026 | 3 |
| -4.84% | Feb 23, 2026 | 3 | Feb 25, 2026 | 2 | Feb 27, 2026 | 5 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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