NBPIX Mutual Fund

NBPIX Mutual Fund

NAV$63.26
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Returns Overview

1 Month
+1.10%
3 Months
+6.56%
6 Months
+12.97%
YTD
+20.74%
1 Year
+35.78%
3 Years (annualized)
+16.41%
5 Years (annualized)
+10.74%
10 Years (annualized)
+13.76%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.74%
Peer Avg (YTD)
+11.41%
vs Peers
+9.33%

NBPIX Mutual Fund Performance

NBPIX performance across multiple time periods: 1-month 1.10%, YTD 20.74%, 1-year 35.78%, 3-year 16.41%, 5-year 10.74%, 10-year 13.76%.

NBPIX returns outperform the peer average of 11.41% 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.