NBNAX Mutual Fund

NBNAX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
-2.22%
3 Months
+1.67%
6 Months
-0.38%
YTD
+4.48%
1 Year
+12.38%
3 Years (annualized)
+11.13%
5 Years (annualized)
+3.90%
10 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBNAX 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)
+4.48%
Peer Avg (YTD)
+9.42%
vs Peers
-4.94%

NBNAX Mutual Fund Performance

NBNAX performance across multiple time periods: 1-month -2.22%, YTD 4.48%, 1-year 12.38%, 3-year 11.13%, 5-year 3.90%, 10-year 7.61%.

NBNAX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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