NABAX Mutual Fund

NAV$11.99

Returns Overview

1 Month
+0.17%
3 Months
+1.26%
6 Months
+1.86%
YTD
+1.52%
1 Year
+3.71%
3 Years (annualized)
+4.24%
5 Years (annualized)
+3.68%
10 Years (annualized)
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NABAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+1.52%
Peer Avg (YTD)
+0.01%
vs Peers
+1.51%

NABAX Mutual Fund Performance

NABAX performance across multiple time periods: 1-month 0.17%, YTD 1.52%, 1-year 3.71%, 3-year 4.24%, 5-year 3.68%, 10-year 1.89%.

NABAX returns outperform the peer average of 0.01% YTD. With an expense ratio of 2.40%, investors should weigh costs against performance when evaluating this mutual fund.

NABAX performance comparison shows side-by-side returns with another fund. NABAX alternatives are available in the Mutual Fund Screener.