NMBAX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
+0.23%
3 Months
+1.84%
6 Months
+1.51%
YTD
+1.51%
1 Year
+5.41%
3 Years (annualized)
+3.73%
5 Years (annualized)
+1.00%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NMBAX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Municipal Bond Intermediate Index(SAPIINT)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+1.79%
vs Peers
-0.28%

NMBAX Mutual Fund Performance

NMBAX performance across multiple time periods: 1-month 0.23%, YTD 1.51%, 1-year 5.41%, 3-year 3.73%, 5-year 1.00%, 10-year 2.10%.

NMBAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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