NBGTX Mutual Fund

NBGTX Mutual Fund

NAV$31.75
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Returns Overview

1 Month
-2.11%
3 Months
+1.56%
6 Months
+4.57%
YTD
+3.58%
1 Year
+7.21%
3 Years (annualized)
+15.87%
5 Years (annualized)
+9.69%
10 Years (annualized)
+14.52%

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)
+3.58%
Peer Avg (YTD)
+6.23%
vs Peers
-2.65%

NBGTX Mutual Fund Performance

NBGTX performance across multiple time periods: 1-month -2.11%, YTD 3.58%, 1-year 7.21%, 3-year 15.87%, 5-year 9.69%, 10-year 14.52%.

NBGTX returns trail the peer average of 6.23% 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.