NBMBX Mutual Fund

NBMBX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
-1.09%
3 Months
-11.01%
6 Months
+4.90%
YTD
-2.48%
1 Year
-8.01%
3 Years (annualized)
+11.55%
5 Years (annualized)
+1.57%
10 Years (annualized)
+4.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMBX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-2.48%
Peer Avg (YTD)
+6.72%
vs Peers
-9.20%

NBMBX Mutual Fund Performance

NBMBX performance across multiple time periods: 1-month -1.09%, YTD -2.48%, 1-year -8.01%, 3-year 11.55%, 5-year 1.57%, 10-year 4.52%.

NBMBX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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