NBCRX Mutual Fund

NBCRX Mutual Fund

NAV$13.95
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Returns Overview

1 Month
-3.14%
3 Months
-2.12%
6 Months
+3.12%
YTD
+2.93%
1 Year
+5.73%
3 Years (annualized)
+11.59%
5 Years (annualized)
+5.53%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBCRX 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
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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)
+2.93%
Peer Avg (YTD)
+4.96%
vs Peers
-2.03%

NBCRX Mutual Fund Performance

NBCRX performance across multiple time periods: 1-month -3.14%, YTD 2.93%, 1-year 5.73%, 3-year 11.59%, 5-year 5.53%, 10-year 6.27%.

NBCRX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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