NBRIX Mutual Fund

NBRIX Mutual Fund

NAV$14.40
See how much of NBRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.07%
3 Months
-6.44%
6 Months
+2.58%
YTD
+6.47%
1 Year
+3.53%
3 Years (annualized)
+9.07%
5 Years (annualized)
+0.87%
10 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRIX 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
PROUpgrade to run

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)
+6.47%
Peer Avg (YTD)
+4.73%
vs Peers
+1.74%

NBRIX Mutual Fund Performance

NBRIX performance across multiple time periods: 1-month -6.07%, YTD 6.47%, 1-year 3.53%, 3-year 9.07%, 5-year 0.87%, 10-year 5.91%.

NBRIX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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