NBRAX Mutual Fund

NBRAX Mutual Fund

NAV$29.87
See how much of NBRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.67%
3 Months
-1.33%
6 Months
+4.60%
YTD
+11.28%
1 Year
+16.11%
3 Years (annualized)
+16.18%
5 Years (annualized)
+7.12%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRAX 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 Midcap Value Index
This Mutual Fund (YTD)
+11.28%
Peer Avg (YTD)
+8.01%
vs Peers
+3.28%

NBRAX Mutual Fund Performance

NBRAX performance across multiple time periods: 1-month 2.67%, YTD 11.28%, 1-year 16.11%, 3-year 16.18%, 5-year 7.12%, 10-year 8.04%.

NBRAX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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