NBIIX Mutual Fund

NBIIX Mutual Fund

NAV$15.22
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Returns Overview

1 Month
-2.43%
3 Months
+1.30%
6 Months
-1.79%
YTD
+3.41%
1 Year
+11.68%
3 Years (annualized)
+11.41%
5 Years (annualized)
+4.07%
10 Years (annualized)
+7.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBIIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+6.23%
vs Peers
-2.82%

NBIIX Mutual Fund Performance

NBIIX performance across multiple time periods: 1-month -2.43%, YTD 3.41%, 1-year 11.68%, 3-year 11.41%, 5-year 4.07%, 10-year 7.62%.

NBIIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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