NXG vs XRT
Comparison between Cushing NextGen Infrastructure Income Fund (NXG, ETF) and STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF (XRT, ETF).
5-Year PerformanceNXG has outperformed XRT, delivering a return of +16.8% compared to -0.4%
NXG vs XRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NXG vs XRT - Historical Returns
Returns include dividend reinvestment.
NXG vs XRT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | NXG | XRT |
|---|---|---|
| 2026 | +17.49% | +2.81% |
| 2025 | +23.13% | +8.37% |
| 2024 | +48.80% | +11.87% |
| 2023 | +7.36% | +22.39% |
| 2022 | -9.47% | -32.60% |
| 2021 | +28.60% | +44.39% |
| 2020 | -28.60% | +43.03% |
| 2019 | -0.37% | +12.53% |
| 2018 | -33.08% | -9.69% |
| 2017 | +18.68% | +3.67% |
| 2016 | +26.41% | +3.96% |
| 2015 | -32.03% | -7.63% |
| 2014 | -12.82% | +11.57% |
| 2013 | +9.25% | +42.06% |
| 2012 | -9.02% | +22.76% |
| 2011 | N/A | +10.03% |
| 2010 | N/A | +37.55% |
| 2009 | N/A | +72.90% |
| 2008 | N/A | -35.93% |
| 2007 | N/A | -16.93% |
| 2006 | N/A | +9.83% |
NXG vs XRT Drawdown Comparison
The maximum drawdown for NXG was -84.51%, occurring on Mar 18, 2020. Recovery took 2926 trading sessions.
The maximum drawdown for XRT was -65.39%, occurring on Nov 20, 2008. Recovery took 714 trading sessions.
The current NXG drawdown is -13.19%. The current XRT drawdown is -8.93%.
| Rank | NXG | XRT |
|---|---|---|
| #1 | -84.51% Jul 29, 2014 - Mar 18, 2026 | -65.39% Jun 1, 2007 - Apr 1, 2010 |
| #2 | -15.54% Jun 30, 2026 - Jul 29, 2026 | -47.00% Aug 23, 2018 - Aug 10, 2020 |
| #3 | -14.77% May 28, 2013 - Jan 21, 2014 | -44.57% Nov 16, 2021 - Sep 30, 2022 |
| #4 | -12.27% Oct 22, 2012 - Apr 11, 2013 | -24.17% Jul 16, 2015 - Jun 7, 2018 |
| #5 | -6.79% Mar 25, 2026 - Apr 27, 2026 | -22.20% Jul 7, 2011 - Jan 25, 2012 |
| #6 | -6.18% May 14, 2026 - Jun 4, 2026 | -21.67% Apr 26, 2010 - Nov 4, 2010 |
| #7 | -4.72% Jun 4, 2026 - Jun 26, 2026 | -16.54% Jan 27, 2021 - Mar 10, 2021 |
| #8 | -4.71% Jan 22, 2014 - Feb 13, 2014 | -12.21% Nov 27, 2013 - Jul 2, 2014 |
| #9 | -4.69% Apr 11, 2013 - May 8, 2013 | -10.65% Mar 12, 2021 - May 3, 2021 |
| #10 | -3.16% Jul 1, 2014 - Jul 22, 2014 | -10.08% Mar 26, 2012 - Sep 6, 2012 |
| #11 | -2.98% Apr 3, 2014 - Apr 21, 2014 | -9.18% Oct 15, 2020 - Nov 16, 2020 |
| #12 | -2.57% Feb 21, 2014 - Apr 1, 2014 | -9.14% Jul 1, 2021 - Nov 3, 2021 |
| #13 | -2.50% Jun 12, 2014 - Jun 30, 2014 | -9.04% May 12, 2011 - Jul 1, 2011 |
| #14 | -2.13% Apr 27, 2026 - Apr 30, 2026 | -8.66% Sep 2, 2020 - Oct 7, 2020 |
| #15 | -1.90% Mar 19, 2026 - Mar 24, 2026 | -8.45% Feb 20, 2007 - Apr 9, 2007 |
Correlation
Correlation between NXG and XRT is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2006 - 2026)
NXG vs XRT dividend yield comparison.
| Year | NXG | XRT |
|---|---|---|
| 2026 | 8.17% | 0.45% |
| 2025 | 12.83% | 0.77% |
| 2024 | 14.15% | 1.52% |
| 2023 | 12.00% | 1.40% |
| 2022 | 6.69% | 2.15% |
| 2021 | 5.81% | 1.55% |
| 2020 | 5.53% | 1.01% |
| 2019 | 3.03% | 1.57% |
| 2018 | 3.05% | 1.51% |
| 2017 | 1.68% | 1.52% |
| 2016 | 2.36% | 1.36% |
| 2015 | 2.87% | 2.03% |
| 2014 | 1.92% | 1.48% |
| 2013 | 1.64% | 1.20% |
| 2012 | 0.28% | 3.32% |
| 2011 | 0.00% | 1.90% |
| 2010 | 0.00% | 1.97% |
| 2009 | 0.00% | 2.69% |
| 2008 | 0.00% | 5.21% |
| 2007 | 0.00% | 0.89% |
| 2006 | 0.00% | 0.40% |
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