NBMIX Mutual Fund

NAV$58.39

Returns Overview

1 Month
+3.24%
3 Months
+26.47%
6 Months
+23.12%
YTD
+20.42%
1 Year
+38.89%
3 Years (annualized)
+20.31%
5 Years (annualized)
+7.57%
10 Years (annualized)
+15.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.42%
Peer Avg (YTD)
+18.52%
vs Peers
+1.89%

NBMIX Mutual Fund Performance

NBMIX performance across multiple time periods: 1-month 3.24%, YTD 20.42%, 1-year 38.89%, 3-year 20.31%, 5-year 7.57%, 10-year 15.75%.

NBMIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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