NBGUX Mutual Fund

NBGUX Mutual Fund

NAV$31.57
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Returns Overview

1 Month
-2.18%
3 Months
+1.39%
6 Months
+4.30%
YTD
+3.25%
1 Year
+6.74%
3 Years (annualized)
+15.46%
5 Years (annualized)
+9.28%
10 Years (annualized)
+14.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBGUX 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)
+3.25%
Peer Avg (YTD)
+6.23%
vs Peers
-2.99%

NBGUX Mutual Fund Performance

NBGUX performance across multiple time periods: 1-month -2.18%, YTD 3.25%, 1-year 6.74%, 3-year 15.46%, 5-year 9.28%, 10-year 14.83%.

NBGUX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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