NBHAX Mutual Fund

NBHAX Mutual Fund

NAV$16.78
See how much of NBHAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.54%
3 Months
+1.08%
6 Months
+2.93%
YTD
+7.64%
1 Year
+17.05%
3 Years (annualized)
+13.55%
5 Years (annualized)
+9.16%
10 Years (annualized)
+9.09%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.64%
Peer Avg (YTD)
+11.41%
vs Peers
-3.77%

NBHAX Mutual Fund Performance

NBHAX performance across multiple time periods: 1-month 2.54%, YTD 7.64%, 1-year 17.05%, 3-year 13.55%, 5-year 9.16%, 10-year 9.09%.

NBHAX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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