NBMLX Mutual Fund

NBMLX Mutual Fund

NAV$15.06
See how much of NBMLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.34%
3 Months
-1.38%
6 Months
+0.74%
YTD
+2.73%
1 Year
-3.23%
3 Years (annualized)
+11.68%
5 Years (annualized)
+2.80%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+9.54%
vs Peers
-6.81%

NBMLX Mutual Fund Performance

NBMLX performance across multiple time periods: 1-month -8.34%, YTD 2.73%, 1-year -3.23%, 3-year 11.68%, 5-year 2.80%, 10-year 11.25%.

NBMLX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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