NTBAX Mutual Fund

NAV$9.74

Returns Overview

1 Month
+0.20%
3 Months
+2.51%
6 Months
+1.62%
YTD
+1.72%
1 Year
+5.02%
3 Years (annualized)
+5.30%
5 Years (annualized)
+2.59%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTBAX 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
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+3.23%
vs Peers
-1.50%

NTBAX Mutual Fund Performance

NTBAX performance across multiple time periods: 1-month 0.20%, YTD 1.72%, 1-year 5.02%, 3-year 5.30%, 5-year 2.59%, 10-year 4.08%.

NTBAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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