NBREX Mutual Fund

NBREX Mutual Fund

NAV$29.85
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Returns Overview

1 Month
+2.67%
3 Months
-1.33%
6 Months
+4.60%
YTD
+11.29%
1 Year
+16.10%
3 Years (annualized)
+16.20%
5 Years (annualized)
+7.13%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBREX 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
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📉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 Midcap Value Index
This Mutual Fund (YTD)
+11.29%
Peer Avg (YTD)
+8.01%
vs Peers
+3.28%

NBREX Mutual Fund Performance

NBREX performance across multiple time periods: 1-month 2.67%, YTD 11.29%, 1-year 16.10%, 3-year 16.20%, 5-year 7.13%, 10-year 8.03%.

NBREX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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