NBMVX Mutual Fund

NBMVX Mutual Fund

NAV$52.56
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Returns Overview

1 Month
-2.38%
3 Months
-10.26%
6 Months
+2.95%
YTD
+6.86%
1 Year
+14.75%
3 Years (annualized)
+14.75%
5 Years (annualized)
+4.02%
10 Years (annualized)
+12.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMVX 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)
+6.86%
Peer Avg (YTD)
+15.20%
vs Peers
-8.34%

NBMVX Mutual Fund Performance

NBMVX performance across multiple time periods: 1-month -2.38%, YTD 6.86%, 1-year 14.75%, 3-year 14.75%, 5-year 4.02%, 10-year 12.78%.

NBMVX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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