NBGIX Mutual Fund

NBGIX Mutual Fund

NAV$58.32
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Returns Overview

1 Month
+1.20%
3 Months
+7.80%
6 Months
+5.96%
YTD
+14.59%
1 Year
+10.13%
3 Years (annualized)
+6.97%
5 Years (annualized)
+2.85%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBGIX 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)
+14.59%
Peer Avg (YTD)
+15.20%
vs Peers
-0.61%

NBGIX Mutual Fund Performance

NBGIX performance across multiple time periods: 1-month 1.20%, YTD 14.59%, 1-year 10.13%, 3-year 6.97%, 5-year 2.85%, 10-year 9.40%.

NBGIX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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