NBIIX Mutual Fund

NBIIX Mutual Fund

NAV$14.54
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Returns Overview

1 Month
-2.91%
3 Months
-3.62%
6 Months
+7.09%
YTD
+2.16%
1 Year
+7.71%
3 Years (annualized)
+13.13%
5 Years (annualized)
+3.91%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBIIX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+2.16%
Peer Avg (YTD)
+8.68%
vs Peers
-6.52%

NBIIX Mutual Fund Performance

NBIIX performance across multiple time periods: 1-month -2.91%, YTD 2.16%, 1-year 7.71%, 3-year 13.13%, 5-year 3.91%, 10-year 7.74%.

NBIIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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