NBMVX Mutual Fund

NAV$55.39

Returns Overview

1 Month
-8.93%
3 Months
+0.45%
6 Months
+1.39%
YTD
+7.76%
1 Year
+38.36%
3 Years (annualized)
+19.68%
5 Years (annualized)
+7.06%
10 Years (annualized)
+10.86%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+18.52%
vs Peers
-10.76%

NBMVX Mutual Fund Performance

NBMVX performance across multiple time periods: 1-month -8.93%, YTD 7.76%, 1-year 38.36%, 3-year 19.68%, 5-year 7.06%, 10-year 10.86%.

NBMVX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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