NBMTX Mutual Fund

NBMTX Mutual Fund

NAV$13.30
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Returns Overview

1 Month
-6.03%
3 Months
-8.66%
6 Months
-9.97%
YTD
-8.17%
1 Year
-13.09%
3 Years (annualized)
+13.10%
5 Years (annualized)
-0.19%
10 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMTX 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)
-8.17%
Peer Avg (YTD)
+8.01%
vs Peers
-16.17%

NBMTX Mutual Fund Performance

NBMTX performance across multiple time periods: 1-month -6.03%, YTD -8.17%, 1-year -13.09%, 3-year 13.10%, 5-year -0.19%, 10-year 4.57%.

NBMTX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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