NBREX Mutual Fund

NBREX Mutual Fund

NAV$30.58
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Returns Overview

1 Month
-1.45%
3 Months
+6.01%
6 Months
+10.47%
YTD
+14.17%
1 Year
+26.00%
3 Years (annualized)
+11.57%
5 Years (annualized)
+7.84%
10 Years (annualized)
+8.10%

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
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 Midcap Value Index
This Mutual Fund (YTD)
+14.17%
Peer Avg (YTD)
+9.54%
vs Peers
+4.63%

NBREX Mutual Fund Performance

NBREX performance across multiple time periods: 1-month -1.45%, YTD 14.17%, 1-year 26.00%, 3-year 11.57%, 5-year 7.84%, 10-year 8.10%.

NBREX returns outperform the peer average of 9.54% 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.