NBPTX Mutual Fund

NAV$62.90

Returns Overview

1 Month
+1.82%
3 Months
+12.08%
6 Months
+19.21%
YTD
+17.53%
1 Year
+34.47%
3 Years (annualized)
+16.36%
5 Years (annualized)
+9.90%
10 Years (annualized)
+13.35%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.53%
Peer Avg (YTD)
+9.49%
vs Peers
+8.04%

NBPTX Mutual Fund Performance

NBPTX performance across multiple time periods: 1-month 1.82%, YTD 17.53%, 1-year 34.47%, 3-year 16.36%, 5-year 9.90%, 10-year 13.35%.

NBPTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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