NWBBX Mutual Fund

NWBBX Mutual Fund

NAV$12.74
See how much of NWBBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.33%
3 Months
+2.23%
6 Months
+9.34%
YTD
+12.93%
1 Year
+20.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NWBBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+12.93%
Peer Avg (YTD)
+8.76%
vs Peers
+4.17%

NWBBX Mutual Fund Performance

NWBBX performance across multiple time periods: 1-month 2.33%, YTD 12.93%, 1-year 20.16%.

NWBBX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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