NBRAX Mutual Fund

NBRAX Mutual Fund

NAV$29.24
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Returns Overview

1 Month
-4.63%
3 Months
-5.29%
6 Months
+9.79%
YTD
+8.39%
1 Year
+12.89%
3 Years (annualized)
+14.01%
5 Years (annualized)
+8.10%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRAX 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 Midcap Value Index
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+6.72%
vs Peers
+1.66%

NBRAX Mutual Fund Performance

NBRAX performance across multiple time periods: 1-month -4.63%, YTD 8.39%, 1-year 12.89%, 3-year 14.01%, 5-year 8.10%, 10-year 8.06%.

NBRAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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