NBPTX Mutual Fund

NBPTX Mutual Fund

NAV$62.26
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Returns Overview

1 Month
-3.47%
3 Months
+0.16%
6 Months
+12.26%
YTD
+17.73%
1 Year
+26.68%
3 Years (annualized)
+18.10%
5 Years (annualized)
+10.62%
10 Years (annualized)
+18.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBPTX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.73%
Peer Avg (YTD)
+10.00%
vs Peers
+7.73%

NBPTX Mutual Fund Performance

NBPTX performance across multiple time periods: 1-month -3.47%, YTD 17.73%, 1-year 26.68%, 3-year 18.10%, 5-year 10.62%, 10-year 18.69%.

NBPTX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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