NBPTX Mutual Fund

NBPTX Mutual Fund

NAV$61.43
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Returns Overview

1 Month
+1.08%
3 Months
+6.47%
6 Months
+12.75%
YTD
+20.51%
1 Year
+35.31%
3 Years (annualized)
+16.01%
5 Years (annualized)
+10.34%
10 Years (annualized)
+13.36%

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
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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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.51%
Peer Avg (YTD)
+11.41%
vs Peers
+9.10%

NBPTX Mutual Fund Performance

NBPTX performance across multiple time periods: 1-month 1.08%, YTD 20.51%, 1-year 35.31%, 3-year 16.01%, 5-year 10.34%, 10-year 13.36%.

NBPTX returns outperform the peer average of 11.41% 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.