NBMAX Mutual Fund

NBMAX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
-4.76%
3 Months
-6.46%
6 Months
-3.96%
YTD
-3.83%
1 Year
-2.22%
3 Years (annualized)
+2.36%
5 Years (annualized)
-0.98%
10 Years (annualized)
+1.10%

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
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
S&P Municipal Bond Massachusetts Index(^SPMBSBMI)
This Mutual Fund (YTD)
-3.83%
Peer Avg (YTD)
-3.84%
vs Peers
+0.01%

NBMAX Mutual Fund Performance

NBMAX performance across multiple time periods: 1-month -4.76%, YTD -3.83%, 1-year -2.22%, 3-year 2.36%, 5-year -0.98%, 10-year 1.10%.

NBMAX returns outperform the peer average of -3.84% 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.