IB

NOMURA BALANCED FUND CLASS Y

IBNYX Mutual Fund
$26.77
-0.18 (-0.67%)
NAV as of Oct 14, 2026

Performance

1 Month
+0.7%
3 Months
-0.9%
YTD
+5.3%
1 Year
+7.0%
3 Year annualized
+14.5%
5 Year annualized
+5.4%

Price return, based on split- and dividend-adjusted closing prices.

Risk

Volatility 1-year annualized
10.2%
Largest decline max drawdown, last 5 years
-28.1%
Risk-adjusted return Sharpe ratio, 1-year
0.72

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