NUVBX Mutual Fund

NUVBX Mutual Fund

NAV$8.36
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Returns Overview

1 Month
+0.05%
3 Months
-1.09%
6 Months
-2.01%
YTD
-0.02%
1 Year
+3.45%
3 Years (annualized)
+3.62%
5 Years (annualized)
+0.80%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NUVBX 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)
-0.02%
Peer Avg (YTD)
+0.15%
vs Peers
-0.17%

NUVBX Mutual Fund Performance

NUVBX performance across multiple time periods: 1-month 0.05%, YTD -0.02%, 1-year 3.45%, 3-year 3.62%, 5-year 0.80%, 10-year 2.11%.

NUVBX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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