NBMIX Mutual Fund

NBMIX Mutual Fund

NAV$56.77
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Returns Overview

1 Month
-10.89%
3 Months
-2.75%
6 Months
+4.85%
YTD
+9.72%
1 Year
+22.09%
3 Years (annualized)
+14.79%
5 Years (annualized)
+5.66%
10 Years (annualized)
+13.61%

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
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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)
+9.72%
Peer Avg (YTD)
+15.31%
vs Peers
-5.59%

NBMIX Mutual Fund Performance

NBMIX performance across multiple time periods: 1-month -10.89%, YTD 9.72%, 1-year 22.09%, 3-year 14.79%, 5-year 5.66%, 10-year 13.61%.

NBMIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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