NBGTX Mutual Fund

NAV$32.04
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Returns Overview

1 Month
-1.38%
3 Months
+15.56%
6 Months
+5.63%
YTD
+5.81%
1 Year
+12.94%
3 Years (annualized)
+17.99%
5 Years (annualized)
+12.09%
10 Years (annualized)
+15.27%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.81%
Peer Avg (YTD)
+8.97%
vs Peers
-3.16%

NBGTX Mutual Fund Performance

NBGTX performance across multiple time periods: 1-month -1.38%, YTD 5.81%, 1-year 12.94%, 3-year 17.99%, 5-year 12.09%, 10-year 15.27%.

NBGTX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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