NBGAX Mutual Fund

NBGAX Mutual Fund

NAV$60.28
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Returns Overview

1 Month
+7.34%
3 Months
+12.86%
6 Months
+13.86%
YTD
+12.73%
1 Year
-2.43%
3 Years (annualized)
+0.33%
5 Years (annualized)
-0.19%
10 Years (annualized)
+6.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBGAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+18.52%
vs Peers
-5.80%

NBGAX Mutual Fund Performance

NBGAX performance across multiple time periods: 1-month 7.34%, YTD 12.73%, 1-year -2.43%, 3-year 0.33%, 5-year -0.19%, 10-year 6.53%.

NBGAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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