NBPIX Mutual Fund

NBPIX Mutual Fund

NAV$62.20
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Returns Overview

1 Month
-3.43%
3 Months
+0.25%
6 Months
+12.47%
YTD
+18.05%
1 Year
+27.12%
3 Years (annualized)
+18.51%
5 Years (annualized)
+11.01%
10 Years (annualized)
+14.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBPIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.05%
Peer Avg (YTD)
+10.00%
vs Peers
+8.05%

NBPIX Mutual Fund Performance

NBPIX performance across multiple time periods: 1-month -3.43%, YTD 18.05%, 1-year 27.12%, 3-year 18.51%, 5-year 11.01%, 10-year 14.00%.

NBPIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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