NBMTX Mutual Fund

NAV$15.41

Returns Overview

1 Month
+1.42%
3 Months
+18.00%
6 Months
+11.88%
YTD
+9.71%
1 Year
-12.21%
3 Years (annualized)
+3.50%
5 Years (annualized)
-1.73%
10 Years (annualized)
+9.12%

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
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)
+9.71%
Peer Avg (YTD)
+10.82%
vs Peers
-1.11%

NBMTX Mutual Fund Performance

NBMTX performance across multiple time periods: 1-month 1.42%, YTD 9.71%, 1-year -12.21%, 3-year 3.50%, 5-year -1.73%, 10-year 9.12%.

NBMTX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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