NBDAX Mutual Fund

NAV$8.13

Returns Overview

1 Month
+0.55%
3 Months
-0.07%
6 Months
+0.09%
YTD
+0.55%
1 Year
+1.89%
3 Years (annualized)
-2.41%
5 Years (annualized)
-1.13%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBDAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.55%
Peer Avg (YTD)
+4.45%
vs Peers
-3.90%

NBDAX Mutual Fund Performance

NBDAX performance across multiple time periods: 1-month 0.55%, YTD 0.55%, 1-year 1.89%, 3-year -2.41%, 5-year -1.13%, 10-year 0.99%.

NBDAX returns trail the peer average of 4.45% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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