NBARX Mutual Fund

NBARX Mutual Fund

NAV$13.86
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Returns Overview

1 Month
+0.91%
3 Months
+1.28%
6 Months
+2.42%
YTD
+6.84%
1 Year
+11.78%
3 Years (annualized)
+12.45%
5 Years (annualized)
+6.31%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBARX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+6.28%
vs Peers
+0.55%

NBARX Mutual Fund Performance

NBARX performance across multiple time periods: 1-month 0.91%, YTD 6.84%, 1-year 11.78%, 3-year 12.45%, 5-year 6.31%, 10-year 7.05%.

NBARX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

NBARX vs another fund shows side-by-side returns. NBARX alternatives are available in the Mutual Fund Screener.