NTBAX Mutual Fund

NTBAX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
-0.31%
3 Months
+0.41%
6 Months
+0.99%
YTD
+1.41%
1 Year
+4.58%
3 Years (annualized)
+4.86%
5 Years (annualized)
+2.54%
10 Years (annualized)
+3.87%

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
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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
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+1.41%
Peer Avg (YTD)
+0.12%
vs Peers
+1.29%

NTBAX Mutual Fund Performance

NTBAX performance across multiple time periods: 1-month -0.31%, YTD 1.41%, 1-year 4.58%, 3-year 4.86%, 5-year 2.54%, 10-year 3.87%.

NTBAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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