NBGAX Mutual Fund

NBGAX Mutual Fund

NAV$61.48
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Returns Overview

1 Month
+4.73%
3 Months
+3.16%
6 Months
+8.18%
YTD
+15.31%
1 Year
+16.71%
3 Years (annualized)
+11.97%
5 Years (annualized)
+2.55%
10 Years (annualized)
+20.34%

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)
+15.31%
Peer Avg (YTD)
+12.21%
vs Peers
+3.10%

NBGAX Mutual Fund Performance

NBGAX performance across multiple time periods: 1-month 4.73%, YTD 15.31%, 1-year 16.71%, 3-year 11.97%, 5-year 2.55%, 10-year 20.34%.

NBGAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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