NMBAX Mutual Fund

NMBAX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
+0.03%
3 Months
-1.14%
6 Months
-1.85%
YTD
+0.12%
1 Year
+3.42%
3 Years (annualized)
+3.51%
5 Years (annualized)
+0.64%
10 Years (annualized)
+1.95%

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 Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
+0.15%
vs Peers
-0.03%

NMBAX Mutual Fund Performance

NMBAX performance across multiple time periods: 1-month 0.03%, YTD 0.12%, 1-year 3.42%, 3-year 3.51%, 5-year 0.64%, 10-year 1.95%.

NMBAX returns trail the peer average of 0.15% 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.