NBGTX Mutual Fund

NBGTX Mutual Fund

NAV$32.70
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Returns Overview

1 Month
+3.72%
3 Months
+0.13%
6 Months
+12.00%
YTD
+7.43%
1 Year
+10.50%
3 Years (annualized)
+17.60%
5 Years (annualized)
+9.64%
10 Years (annualized)
+21.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBGTX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+8.51%
vs Peers
-1.08%

NBGTX Mutual Fund Performance

NBGTX performance across multiple time periods: 1-month 3.72%, YTD 7.43%, 1-year 10.50%, 3-year 17.60%, 5-year 9.64%, 10-year 21.83%.

NBGTX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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