NBCRX Mutual Fund

NBCRX Mutual Fund

NAV$14.40
See how much of NBCRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.28%
3 Months
+1.81%
6 Months
+3.56%
YTD
+5.46%
1 Year
+12.23%
3 Years (annualized)
+10.65%
5 Years (annualized)
+5.58%
10 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBCRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+5.54%
vs Peers
-0.08%

NBCRX Mutual Fund Performance

NBCRX performance across multiple time periods: 1-month 0.28%, YTD 5.46%, 1-year 12.23%, 3-year 10.65%, 5-year 5.58%, 10-year 6.12%.

NBCRX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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