NBRFX Mutual Fund

NBRFX Mutual Fund

NAV$14.34
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Returns Overview

1 Month
-6.14%
3 Months
-6.51%
6 Months
+2.42%
YTD
+6.27%
1 Year
+3.27%
3 Years (annualized)
+8.87%
5 Years (annualized)
+0.44%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRFX 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
PROUpgrade to run
🏦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
FTSE NAREIT All Equity REITs Index(FNER)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+4.73%
vs Peers
+1.54%

NBRFX Mutual Fund Performance

NBRFX performance across multiple time periods: 1-month -6.14%, YTD 6.27%, 1-year 3.27%, 3-year 8.87%, 5-year 0.44%, 10-year 5.26%.

NBRFX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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