NMBAX Mutual Fund

NMBAX Mutual Fund

NAV$8.69
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Returns Overview

1 Month
-1.66%
3 Months
-0.81%
6 Months
-0.74%
YTD
+0.08%
1 Year
+4.14%
3 Years (annualized)
+3.01%
5 Years (annualized)
+0.51%
10 Years (annualized)
+1.80%

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
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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 Intermediate Index(SAPIINT)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+0.23%
vs Peers
-0.15%

NMBAX Mutual Fund Performance

NMBAX performance across multiple time periods: 1-month -1.66%, YTD 0.08%, 1-year 4.14%, 3-year 3.01%, 5-year 0.51%, 10-year 1.80%.

NMBAX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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