NBFCX Mutual Fund

NBFCX Mutual Fund

NAV$36.12
See how much of NBFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.53%
3 Months
+5.02%
6 Months
+5.65%
YTD
+5.77%
1 Year
+10.82%
3 Years (annualized)
+17.54%
5 Years (annualized)
+6.12%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBFCX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+6.23%
vs Peers
-0.46%

NBFCX Mutual Fund Performance

NBFCX performance across multiple time periods: 1-month -3.53%, YTD 5.77%, 1-year 10.82%, 3-year 17.54%, 5-year 6.12%, 10-year 10.74%.

NBFCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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