NBPAX Mutual Fund

NBPAX Mutual Fund

NAV$10.12
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Returns Overview

1 Month
+0.59%
3 Months
+2.08%
6 Months
+1.78%
YTD
+1.78%
1 Year
+7.65%
3 Years (annualized)
+3.81%
5 Years (annualized)
+0.69%
10 Years (annualized)
+2.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBPAX 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
S&P Municipal Bond Pennsylvania Index(^SAPIPA:SP)
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+1.79%
vs Peers
-0.00%

NBPAX Mutual Fund Performance

NBPAX performance across multiple time periods: 1-month 0.59%, YTD 1.78%, 1-year 7.65%, 3-year 3.81%, 5-year 0.69%, 10-year 2.08%.

NBPAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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