NBPTX Mutual Fund

NBPTX Mutual Fund

NAV$62.02
See how much of NBPTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.47%
3 Months
+0.16%
6 Months
+12.26%
YTD
+19.41%
1 Year
+26.68%
3 Years (annualized)
+18.16%
5 Years (annualized)
+10.11%
10 Years (annualized)
+12.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBPTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.41%
Peer Avg (YTD)
+10.00%
vs Peers
+9.41%

NBPTX Mutual Fund Performance

NBPTX performance across multiple time periods: 1-month -3.47%, YTD 19.41%, 1-year 26.68%, 3-year 18.16%, 5-year 10.11%, 10-year 12.97%.

NBPTX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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