NBMLX Mutual Fund

NBMLX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
-1.08%
3 Months
-10.83%
6 Months
+5.24%
YTD
-2.07%
1 Year
-7.50%
3 Years (annualized)
+7.78%
5 Years (annualized)
-0.30%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMLX 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)
-2.07%
Peer Avg (YTD)
+6.72%
vs Peers
-8.79%

NBMLX Mutual Fund Performance

NBMLX performance across multiple time periods: 1-month -1.08%, YTD -2.07%, 1-year -7.50%, 3-year 7.78%, 5-year -0.30%, 10-year 9.92%.

NBMLX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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