NBRCX Mutual Fund

NAV$28.78

Returns Overview

1 Month
-0.76%
3 Months
+5.46%
6 Months
+8.24%
YTD
+10.99%
1 Year
+29.87%
3 Years (annualized)
+11.53%
5 Years (annualized)
+5.92%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRCX 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)
+10.99%
Peer Avg (YTD)
+10.82%
vs Peers
+0.18%

NBRCX Mutual Fund Performance

NBRCX performance across multiple time periods: 1-month -0.76%, YTD 10.99%, 1-year 29.87%, 3-year 11.53%, 5-year 5.92%, 10-year 4.43%.

NBRCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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