NBHRX Mutual Fund

NBHRX Mutual Fund

NAV$16.66
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Returns Overview

1 Month
+6.39%
3 Months
+1.21%
6 Months
+2.23%
YTD
+8.80%
1 Year
+14.27%
3 Years (annualized)
+15.95%
5 Years (annualized)
+7.69%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBHRX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+12.44%
vs Peers
-3.64%

NBHRX Mutual Fund Performance

NBHRX performance across multiple time periods: 1-month 6.39%, YTD 8.80%, 1-year 14.27%, 3-year 15.95%, 5-year 7.69%, 10-year 8.64%.

NBHRX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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