NABCX Mutual Fund

NAV$11.28

Returns Overview

1 Month
+0.18%
3 Months
+1.89%
6 Months
+2.26%
YTD
+1.44%
1 Year
+3.67%
3 Years (annualized)
+3.70%
5 Years (annualized)
+3.06%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NABCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
HFRX Global Hedge Fund Index(^HFRXGH)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+0.01%
vs Peers
+1.43%

NABCX Mutual Fund Performance

NABCX performance across multiple time periods: 1-month 0.18%, YTD 1.44%, 1-year 3.67%, 3-year 3.70%, 5-year 3.06%, 10-year 1.20%.

NABCX returns outperform the peer average of 0.01% YTD. With an expense ratio of 3.15%, investors should weigh costs against performance when evaluating this mutual fund.

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