NBNGX Mutual Fund

NAV$30.15
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Returns Overview

1 Month
+1.96%
3 Months
+16.26%
6 Months
+12.30%
YTD
+11.43%
1 Year
+19.35%
3 Years (annualized)
+26.48%
5 Years (annualized)
+13.20%
10 Years (annualized)
+15.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBNGX 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

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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+11.43%
Peer Avg (YTD)
+10.82%
vs Peers
+0.61%

NBNGX Mutual Fund Performance

NBNGX performance across multiple time periods: 1-month 1.96%, YTD 11.43%, 1-year 19.35%, 3-year 26.48%, 5-year 13.20%, 10-year 15.09%.

NBNGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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