NBGEX Mutual Fund

NBGEX Mutual Fund

NAV$58.81
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Returns Overview

1 Month
+1.18%
3 Months
+7.72%
6 Months
+5.83%
YTD
+14.40%
1 Year
+9.87%
3 Years (annualized)
+7.07%
5 Years (annualized)
+2.78%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBGEX 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)
+14.40%
Peer Avg (YTD)
+15.20%
vs Peers
-0.80%

NBGEX Mutual Fund Performance

NBGEX performance across multiple time periods: 1-month 1.18%, YTD 14.40%, 1-year 9.87%, 3-year 7.07%, 5-year 2.78%, 10-year 8.66%.

NBGEX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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