NBRIX Mutual Fund

NBRIX Mutual Fund

NAV$15.15
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Returns Overview

1 Month
+4.47%
3 Months
-4.10%
6 Months
-2.28%
YTD
+11.24%
1 Year
+10.39%
3 Years (annualized)
+11.99%
5 Years (annualized)
+0.07%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRIX 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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+7.23%
vs Peers
+4.01%

NBRIX Mutual Fund Performance

NBRIX performance across multiple time periods: 1-month 4.47%, YTD 11.24%, 1-year 10.39%, 3-year 11.99%, 5-year 0.07%, 10-year 5.93%.

NBRIX returns outperform the peer average of 7.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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