NBMRX Mutual Fund

NBMRX Mutual Fund

NAV$30.90
See how much of NBMRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.41%
3 Months
+6.16%
6 Months
+10.71%
YTD
+14.47%
1 Year
+26.56%
3 Years (annualized)
+12.57%
5 Years (annualized)
+8.62%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMRX 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 Midcap Value Index
This Mutual Fund (YTD)
+14.47%
Peer Avg (YTD)
+9.54%
vs Peers
+4.93%

NBMRX Mutual Fund Performance

NBMRX performance across multiple time periods: 1-month -1.41%, YTD 14.47%, 1-year 26.56%, 3-year 12.57%, 5-year 8.62%, 10-year 8.51%.

NBMRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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