NBGTX Mutual Fund

NBGTX Mutual Fund

NAV$30.69
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Returns Overview

1 Month
-4.09%
3 Months
+0.98%
6 Months
+2.55%
YTD
+4.59%
1 Year
+2.25%
3 Years (annualized)
+18.79%
5 Years (annualized)
+8.65%
10 Years (annualized)
+15.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBGTX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.59%
Peer Avg (YTD)
+4.64%
vs Peers
-0.05%

NBGTX Mutual Fund Performance

NBGTX performance across multiple time periods: 1-month -4.09%, YTD 4.59%, 1-year 2.25%, 3-year 18.79%, 5-year 8.65%, 10-year 15.61%.

NBGTX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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