NBRFX Mutual Fund

NAV$15.24

Returns Overview

1 Month
+0.66%
3 Months
+9.55%
6 Months
+13.67%
YTD
+13.67%
1 Year
+11.16%
3 Years (annualized)
+8.22%
5 Years (annualized)
+1.83%
10 Years (annualized)
+5.25%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+13.67%
Peer Avg (YTD)
+11.24%
vs Peers
+2.43%

NBRFX Mutual Fund Performance

NBRFX performance across multiple time periods: 1-month 0.66%, YTD 13.67%, 1-year 11.16%, 3-year 8.22%, 5-year 1.83%, 10-year 5.25%.

NBRFX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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