NBMRX Mutual Fund

NAV$29.62

Returns Overview

1 Month
-0.67%
3 Months
+5.75%
6 Months
+8.86%
YTD
+11.73%
1 Year
+17.87%
3 Years (annualized)
+10.30%
5 Years (annualized)
+5.73%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+11.73%
Peer Avg (YTD)
+10.82%
vs Peers
+0.92%

NBMRX Mutual Fund Performance

NBMRX performance across multiple time periods: 1-month -0.67%, YTD 11.73%, 1-year 17.87%, 3-year 10.30%, 5-year 5.73%.

NBMRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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