NBNAX Mutual Fund

NBNAX Mutual Fund

NAV$15.53
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Returns Overview

1 Month
-2.97%
3 Months
-3.39%
6 Months
+7.78%
YTD
+3.23%
1 Year
+9.05%
3 Years (annualized)
+12.90%
5 Years (annualized)
+3.76%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBNAX 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)
+3.23%
Peer Avg (YTD)
+9.29%
vs Peers
-6.06%

NBNAX Mutual Fund Performance

NBNAX performance across multiple time periods: 1-month -2.97%, YTD 3.23%, 1-year 9.05%, 3-year 12.90%, 5-year 3.76%, 10-year 7.69%.

NBNAX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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