NBMAX Mutual Fund

NBMAX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
-1.54%
3 Months
-0.20%
6 Months
+0.81%
YTD
+1.23%
1 Year
+6.25%
3 Years (annualized)
+2.78%
5 Years (annualized)
-0.28%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMAX 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
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📉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
S&P Municipal Bond Massachusetts Index(^SPMBSBMI)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+0.23%
vs Peers
+0.99%

NBMAX Mutual Fund Performance

NBMAX performance across multiple time periods: 1-month -1.54%, YTD 1.23%, 1-year 6.25%, 3-year 2.78%, 5-year -0.28%, 10-year 1.49%.

NBMAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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