NBIIX Mutual Fund

NAV$15.16

Returns Overview

1 Month
+0.66%
3 Months
+11.10%
6 Months
+6.81%
YTD
+5.99%
1 Year
+10.71%
3 Years (annualized)
+13.24%
5 Years (annualized)
+5.03%
10 Years (annualized)
+8.37%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+8.97%
vs Peers
-2.98%

NBIIX Mutual Fund Performance

NBIIX performance across multiple time periods: 1-month 0.66%, YTD 5.99%, 1-year 10.71%, 3-year 13.24%, 5-year 5.03%, 10-year 8.37%.

NBIIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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