NBREX Mutual Fund

NAV$31.05

Returns Overview

1 Month
+2.77%
3 Months
+15.94%
6 Months
+15.85%
YTD
+14.45%
1 Year
+30.83%
3 Years (annualized)
+13.87%
5 Years (annualized)
+7.57%
10 Years (annualized)
+5.97%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+14.45%
Peer Avg (YTD)
+10.82%
vs Peers
+3.64%

NBREX Mutual Fund Performance

NBREX performance across multiple time periods: 1-month 2.77%, YTD 14.45%, 1-year 30.83%, 3-year 13.87%, 5-year 7.57%, 10-year 5.97%.

NBREX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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