NBHAX Mutual Fund

NAV$16.57

Returns Overview

1 Month
+2.35%
3 Months
+1.72%
6 Months
+1.66%
YTD
+6.83%
1 Year
+13.14%
3 Years (annualized)
+12.19%
5 Years (annualized)
+7.80%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBHAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.83%
Peer Avg (YTD)
+9.49%
vs Peers
-2.66%

NBHAX Mutual Fund Performance

NBHAX performance across multiple time periods: 1-month 2.35%, YTD 6.83%, 1-year 13.14%, 3-year 12.19%, 5-year 7.80%, 10-year 8.63%.

NBHAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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