NBNAX Mutual Fund

NBNAX Mutual Fund

NAV$16.27
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Returns Overview

1 Month
+0.87%
3 Months
+11.56%
6 Months
+7.56%
YTD
+6.86%
1 Year
+10.76%
3 Years (annualized)
+12.84%
5 Years (annualized)
+4.75%
10 Years (annualized)
+8.12%

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)
+6.86%
Peer Avg (YTD)
+9.13%
vs Peers
-2.28%

NBNAX Mutual Fund Performance

NBNAX performance across multiple time periods: 1-month 0.87%, YTD 6.86%, 1-year 10.76%, 3-year 12.84%, 5-year 4.75%, 10-year 8.12%.

NBNAX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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