NBARX Mutual Fund

NBARX Mutual Fund

NAV$14.02
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Returns Overview

1 Month
-3.15%
3 Months
-1.99%
6 Months
+3.50%
YTD
+3.48%
1 Year
+6.49%
3 Years (annualized)
+12.45%
5 Years (annualized)
+6.31%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBARX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+3.48%
Peer Avg (YTD)
+4.96%
vs Peers
-1.49%

NBARX Mutual Fund Performance

NBARX performance across multiple time periods: 1-month -3.15%, YTD 3.48%, 1-year 6.49%, 3-year 12.45%, 5-year 6.31%, 10-year 7.05%.

NBARX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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