NBFCX Mutual Fund

NBFCX Mutual Fund

NAV$36.32
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Returns Overview

1 Month
+1.07%
3 Months
+0.36%
6 Months
+8.00%
YTD
+6.90%
1 Year
+12.04%
3 Years (annualized)
+18.89%
5 Years (annualized)
+5.64%
10 Years (annualized)
+17.71%

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
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📉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)
+6.90%
Peer Avg (YTD)
+8.51%
vs Peers
-1.60%

NBFCX Mutual Fund Performance

NBFCX performance across multiple time periods: 1-month 1.07%, YTD 6.90%, 1-year 12.04%, 3-year 18.89%, 5-year 5.64%, 10-year 17.71%.

NBFCX returns trail the peer average of 8.51% 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.