NBGNX Mutual Fund

NBGNX Mutual Fund

NAV$59.18
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Returns Overview

1 Month
-0.82%
3 Months
+4.97%
6 Months
+7.52%
YTD
+13.10%
1 Year
+11.88%
3 Years (annualized)
+5.79%
5 Years (annualized)
+3.02%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBGNX 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)
+13.10%
Peer Avg (YTD)
+15.31%
vs Peers
-2.21%

NBGNX Mutual Fund Performance

NBGNX performance across multiple time periods: 1-month -0.82%, YTD 13.10%, 1-year 11.88%, 3-year 5.79%, 5-year 3.02%, 10-year 9.45%.

NBGNX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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