NBREX Mutual Fund

NBREX Mutual Fund

NAV$29.22
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Returns Overview

1 Month
-4.64%
3 Months
-5.29%
6 Months
+9.80%
YTD
+8.39%
1 Year
+12.88%
3 Years (annualized)
+13.51%
5 Years (annualized)
+7.82%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBREX 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
+1.67%

NBREX Mutual Fund Performance

NBREX performance across multiple time periods: 1-month -4.64%, YTD 8.39%, 1-year 12.88%, 3-year 13.51%, 5-year 7.82%, 10-year 7.90%.

NBREX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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