NWBBX Mutual Fund

NAV$12.70

Returns Overview

1 Month
-0.43%
3 Months
+13.11%
6 Months
+10.68%
YTD
+9.99%
1 Year
+21.08%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+7.64%
vs Peers
+2.35%

NWBBX Mutual Fund Performance

NWBBX performance across multiple time periods: 1-month -0.43%, YTD 9.99%, 1-year 21.08%.

NWBBX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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