NBGIX Mutual Fund

NBGIX Mutual Fund

NAV$58.92
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Returns Overview

1 Month
-6.26%
3 Months
-5.88%
6 Months
+6.35%
YTD
+6.37%
1 Year
+5.73%
3 Years (annualized)
+6.97%
5 Years (annualized)
+2.85%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBGIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.37%
Peer Avg (YTD)
+10.34%
vs Peers
-3.98%

NBGIX Mutual Fund Performance

NBGIX performance across multiple time periods: 1-month -6.26%, YTD 6.37%, 1-year 5.73%, 3-year 6.97%, 5-year 2.85%, 10-year 9.40%.

NBGIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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