NBFAX Mutual Fund

NAV$35.94

Returns Overview

1 Month
+2.94%
3 Months
+19.80%
6 Months
+9.56%
YTD
+9.56%
1 Year
+16.68%
3 Years (annualized)
+19.22%
5 Years (annualized)
+7.15%
10 Years (annualized)
+4.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBFAX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+9.56%
Peer Avg (YTD)
+8.97%
vs Peers
+0.59%

NBFAX Mutual Fund Performance

NBFAX performance across multiple time periods: 1-month 2.94%, YTD 9.56%, 1-year 16.68%, 3-year 19.22%, 5-year 7.15%, 10-year 4.90%.

NBFAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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