NBMAX Mutual Fund

NBMAX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
-0.55%
3 Months
-1.15%
6 Months
-1.01%
YTD
+0.67%
1 Year
+5.10%
3 Years (annualized)
+3.14%
5 Years (annualized)
-0.19%
10 Years (annualized)
+1.55%

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
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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)
+0.67%
Peer Avg (YTD)
+0.15%
vs Peers
+0.52%

NBMAX Mutual Fund Performance

NBMAX performance across multiple time periods: 1-month -0.55%, YTD 0.67%, 1-year 5.10%, 3-year 3.14%, 5-year -0.19%, 10-year 1.55%.

NBMAX returns outperform the peer average of 0.15% 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.