NBGEX Mutual Fund

NAV$61.65

Returns Overview

1 Month
+7.35%
3 Months
+12.94%
6 Months
+14.00%
YTD
+12.88%
1 Year
-1.91%
3 Years (annualized)
+0.69%
5 Years (annualized)
+0.13%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBGEX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.88%
Peer Avg (YTD)
+18.52%
vs Peers
-5.65%

NBGEX Mutual Fund Performance

NBGEX performance across multiple time periods: 1-month 7.35%, YTD 12.88%, 1-year -1.91%, 3-year 0.69%, 5-year 0.13%, 10-year 7.81%.

NBGEX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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