NAMBX Mutual Fund

NAV$18.31

Returns Overview

1 Month
+6.37%
3 Months
+15.81%
6 Months
+23.97%
YTD
+22.30%
1 Year
+37.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NAMBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+22.30%
Peer Avg (YTD)
+10.82%
vs Peers
+11.48%

NAMBX Mutual Fund Performance

NAMBX performance across multiple time periods: 1-month 6.37%, YTD 22.30%, 1-year 37.07%.

NAMBX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

NAMBX performance comparison shows side-by-side returns with another fund. NAMBX alternatives are available in the Mutual Fund Screener.