NBRIX Mutual Fund

NBRIX Mutual Fund

NAV$14.96
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Returns Overview

1 Month
+1.92%
3 Months
+1.89%
6 Months
+13.62%
YTD
+15.99%
1 Year
+15.81%
3 Years (annualized)
+8.70%
5 Years (annualized)
+1.79%
10 Years (annualized)
+5.79%

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)
+15.99%
Peer Avg (YTD)
+12.53%
vs Peers
+3.46%

NBRIX Mutual Fund Performance

NBRIX performance across multiple time periods: 1-month 1.92%, YTD 15.99%, 1-year 15.81%, 3-year 8.70%, 5-year 1.79%, 10-year 5.79%.

NBRIX returns outperform the peer average of 12.53% 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.