NBRFX Mutual Fund

NBRFX Mutual Fund

NAV$15.19
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Returns Overview

1 Month
+1.93%
3 Months
+1.85%
6 Months
+13.57%
YTD
+15.86%
1 Year
+15.56%
3 Years (annualized)
+8.48%
5 Years (annualized)
+1.35%
10 Years (annualized)
+5.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+15.86%
Peer Avg (YTD)
+12.53%
vs Peers
+3.33%

NBRFX Mutual Fund Performance

NBRFX performance across multiple time periods: 1-month 1.93%, YTD 15.86%, 1-year 15.56%, 3-year 8.48%, 5-year 1.35%, 10-year 5.12%.

NBRFX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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