NBMVX Mutual Fund

NBMVX Mutual Fund

NAV$55.57
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Returns Overview

1 Month
-10.91%
3 Months
-2.84%
6 Months
+4.64%
YTD
+9.47%
1 Year
+21.61%
3 Years (annualized)
+14.32%
5 Years (annualized)
+5.24%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMVX 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)
+9.47%
Peer Avg (YTD)
+15.31%
vs Peers
-5.84%

NBMVX Mutual Fund Performance

NBMVX performance across multiple time periods: 1-month -10.91%, YTD 9.47%, 1-year 21.61%, 3-year 14.32%, 5-year 5.24%, 10-year 13.22%.

NBMVX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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