NBCRX Mutual Fund

NAV$14.23

Returns Overview

1 Month
+0.03%
3 Months
+5.35%
6 Months
+5.63%
YTD
+5.16%
1 Year
+11.91%
3 Years (annualized)
+11.12%
5 Years (annualized)
+5.65%
10 Years (annualized)
+6.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBCRX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+5.16%
Peer Avg (YTD)
+5.87%
vs Peers
-0.71%

NBCRX Mutual Fund Performance

NBCRX performance across multiple time periods: 1-month 0.03%, YTD 5.16%, 1-year 11.91%, 3-year 11.12%, 5-year 5.65%, 10-year 6.25%.

NBCRX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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