NBGUX Mutual Fund

NBGUX Mutual Fund

NAV$32.51
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Returns Overview

1 Month
+3.77%
3 Months
+0.06%
6 Months
+11.82%
YTD
+7.13%
1 Year
+10.02%
3 Years (annualized)
+18.69%
5 Years (annualized)
+13.64%
10 Years (annualized)
+20.51%

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)
+7.13%
Peer Avg (YTD)
+8.51%
vs Peers
-1.38%

NBGUX Mutual Fund Performance

NBGUX performance across multiple time periods: 1-month 3.77%, YTD 7.13%, 1-year 10.02%, 3-year 18.69%, 5-year 13.64%, 10-year 20.51%.

NBGUX returns trail the peer average of 8.51% 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.