NBMIX Mutual Fund

NBMIX Mutual Fund

NAV$52.38
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Returns Overview

1 Month
-4.76%
3 Months
-17.12%
6 Months
+4.82%
YTD
-0.20%
1 Year
+2.88%
3 Years (annualized)
+15.21%
5 Years (annualized)
+4.43%
10 Years (annualized)
+13.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMIX 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)
-0.20%
Peer Avg (YTD)
+10.34%
vs Peers
-10.55%

NBMIX Mutual Fund Performance

NBMIX performance across multiple time periods: 1-month -4.76%, YTD -0.20%, 1-year 2.88%, 3-year 15.21%, 5-year 4.43%, 10-year 13.17%.

NBMIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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