NBGIX Mutual Fund

NBGIX Mutual Fund

NAV$62.72
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+7.36%
3 Months
+12.99%
6 Months
+14.12%
YTD
+13.01%
1 Year
-1.78%
3 Years (annualized)
+1.57%
5 Years (annualized)
+0.76%
10 Years (annualized)
+8.25%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.01%
Peer Avg (YTD)
+18.52%
vs Peers
-5.52%

NBGIX Mutual Fund Performance

NBGIX performance across multiple time periods: 1-month 7.36%, YTD 13.01%, 1-year -1.78%, 3-year 1.57%, 5-year 0.76%, 10-year 8.25%.

NBGIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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