NTBIX Mutual Fund

NTBIX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
-1.17%
3 Months
-0.76%
6 Months
+1.69%
YTD
+0.97%
1 Year
+2.41%
3 Years (annualized)
+5.35%
5 Years (annualized)
+2.79%
10 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTBIX 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
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+0.50%
vs Peers
+0.47%

NTBIX Mutual Fund Performance

NTBIX performance across multiple time periods: 1-month -1.17%, YTD 0.97%, 1-year 2.41%, 3-year 5.35%, 5-year 2.79%, 10-year 4.47%.

NTBIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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