NBGAX Mutual Fund

NBGAX Mutual Fund

NAV$58.79
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Returns Overview

1 Month
-2.63%
3 Months
-2.34%
6 Months
+10.22%
YTD
+10.10%
1 Year
+9.31%
3 Years (annualized)
+6.80%
5 Years (annualized)
+2.51%
10 Years (annualized)
+19.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBGAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+10.34%
vs Peers
-0.25%

NBGAX Mutual Fund Performance

NBGAX performance across multiple time periods: 1-month -2.63%, YTD 10.10%, 1-year 9.31%, 3-year 6.80%, 5-year 2.51%, 10-year 19.66%.

NBGAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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