NBNCX Mutual Fund

NBNCX Mutual Fund

NAV$15.01
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Returns Overview

1 Month
+1.76%
3 Months
+0.26%
6 Months
-0.89%
YTD
+5.91%
1 Year
+11.35%
3 Years (annualized)
+12.03%
5 Years (annualized)
+2.97%
10 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBNCX 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)
+5.91%
Peer Avg (YTD)
+10.17%
vs Peers
-4.27%

NBNCX Mutual Fund Performance

NBNCX performance across multiple time periods: 1-month 1.76%, YTD 5.91%, 1-year 11.35%, 3-year 12.03%, 5-year 2.97%, 10-year 6.92%.

NBNCX returns trail the peer average of 10.17% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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