NBFAX Mutual Fund

NBFAX Mutual Fund

NAV$36.05
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Returns Overview

1 Month
-3.56%
3 Months
+5.00%
6 Months
+5.57%
YTD
+5.66%
1 Year
+10.54%
3 Years (annualized)
+17.25%
5 Years (annualized)
+5.88%
10 Years (annualized)
+10.52%

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
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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
MSCI All Country World Index
This Mutual Fund (YTD)
+5.66%
Peer Avg (YTD)
+6.23%
vs Peers
-0.57%

NBFAX Mutual Fund Performance

NBFAX performance across multiple time periods: 1-month -3.56%, YTD 5.66%, 1-year 10.54%, 3-year 17.25%, 5-year 5.88%, 10-year 10.52%.

NBFAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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