NBMTX Mutual Fund

NBMTX Mutual Fund

NAV$15.10
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Returns Overview

1 Month
-8.36%
3 Months
-1.44%
6 Months
+0.67%
YTD
+2.53%
1 Year
-3.48%
3 Years (annualized)
+11.40%
5 Years (annualized)
+2.54%
10 Years (annualized)
+10.97%

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)
+2.53%
Peer Avg (YTD)
+9.54%
vs Peers
-7.01%

NBMTX Mutual Fund Performance

NBMTX performance across multiple time periods: 1-month -8.36%, YTD 2.53%, 1-year -3.48%, 3-year 11.40%, 5-year 2.54%, 10-year 10.97%.

NBMTX returns trail the peer average of 9.54% 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.