NBPIX Mutual Fund

NBPIX Mutual Fund

NAV$61.80
See how much of NBPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.66%
3 Months
+0.80%
6 Months
+7.41%
YTD
+20.00%
1 Year
+27.70%
3 Years (annualized)
+20.16%
5 Years (annualized)
+9.89%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBPIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.00%
Peer Avg (YTD)
+12.44%
vs Peers
+7.57%

NBPIX Mutual Fund Performance

NBPIX performance across multiple time periods: 1-month 1.66%, YTD 20.00%, 1-year 27.70%, 3-year 20.16%, 5-year 9.89%, 10-year 13.50%.

NBPIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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