NBGNX Mutual Fund

NAV$62.01

Returns Overview

1 Month
+7.36%
3 Months
+12.96%
6 Months
+14.04%
YTD
+12.92%
1 Year
+13.81%
3 Years (annualized)
+6.57%
5 Years (annualized)
+3.64%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBGNX 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)
+12.92%
Peer Avg (YTD)
+18.52%
vs Peers
-5.60%

NBGNX Mutual Fund Performance

NBGNX performance across multiple time periods: 1-month 7.36%, YTD 12.92%, 1-year 13.81%, 3-year 6.57%, 5-year 3.64%, 10-year 9.22%.

NBGNX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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