NBGNX Mutual Fund

NBGNX Mutual Fund

NAV$58.85
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Returns Overview

1 Month
+1.20%
3 Months
+7.77%
6 Months
+5.89%
YTD
+14.47%
1 Year
+9.98%
3 Years (annualized)
+7.18%
5 Years (annualized)
+2.88%
10 Years (annualized)
+15.53%

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)
+14.47%
Peer Avg (YTD)
+15.20%
vs Peers
-0.73%

NBGNX Mutual Fund Performance

NBGNX performance across multiple time periods: 1-month 1.20%, YTD 14.47%, 1-year 9.98%, 3-year 7.18%, 5-year 2.88%, 10-year 15.53%.

NBGNX returns trail the peer average of 15.20% 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.