NBMBX Mutual Fund

NBMBX Mutual Fund

NAV$15.12
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Returns Overview

1 Month
-8.44%
3 Months
-1.51%
6 Months
+0.47%
YTD
+2.32%
1 Year
-3.74%
3 Years (annualized)
+11.11%
5 Years (annualized)
+2.28%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMBX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+9.54%
vs Peers
-7.22%

NBMBX Mutual Fund Performance

NBMBX performance across multiple time periods: 1-month -8.44%, YTD 2.32%, 1-year -3.74%, 3-year 11.11%, 5-year 2.28%, 10-year 10.68%.

NBMBX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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