NBMLX Mutual Fund

NAV$15.69

Returns Overview

1 Month
+1.42%
3 Months
+18.03%
6 Months
+12.07%
YTD
+9.83%
1 Year
-13.07%
3 Years (annualized)
+3.38%
5 Years (annualized)
-1.69%
10 Years (annualized)
+9.31%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.83%
Peer Avg (YTD)
+10.82%
vs Peers
-0.99%

NBMLX Mutual Fund Performance

NBMLX performance across multiple time periods: 1-month 1.42%, YTD 9.83%, 1-year -13.07%, 3-year 3.38%, 5-year -1.69%, 10-year 9.31%.

NBMLX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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