NBMRX Mutual Fund

NBMRX Mutual Fund

NAV$29.25
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Returns Overview

1 Month
-4.60%
3 Months
-5.20%
6 Months
+10.04%
YTD
+8.75%
1 Year
+25.07%
3 Years (annualized)
+21.42%
5 Years (annualized)
+12.88%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMRX 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 Midcap Value Index
This Mutual Fund (YTD)
+8.75%
Peer Avg (YTD)
+6.72%
vs Peers
+2.03%

NBMRX Mutual Fund Performance

NBMRX performance across multiple time periods: 1-month -4.60%, YTD 8.75%, 1-year 25.07%, 3-year 21.42%, 5-year 12.88%, 10-year 8.51%.

NBMRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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