NTBAX Mutual Fund

NTBAX Mutual Fund

NAV$9.52
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Returns Overview

1 Month
+0.62%
3 Months
+0.51%
6 Months
+1.62%
YTD
+2.04%
1 Year
+4.26%
3 Years (annualized)
+5.08%
5 Years (annualized)
+2.52%
10 Years (annualized)
+3.80%

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)
+2.04%
Peer Avg (YTD)
+2.15%
vs Peers
-0.12%

NTBAX Mutual Fund Performance

NTBAX performance across multiple time periods: 1-month 0.62%, YTD 2.04%, 1-year 4.26%, 3-year 5.08%, 5-year 2.52%, 10-year 3.80%.

NTBAX returns trail the peer average of 2.15% 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.