NBHAX Mutual Fund

NBHAX Mutual Fund

NAV$16.68
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Returns Overview

1 Month
+6.38%
3 Months
+1.26%
6 Months
+2.36%
YTD
+9.00%
1 Year
+14.47%
3 Years (annualized)
+17.78%
5 Years (annualized)
+8.92%
10 Years (annualized)
+9.40%

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
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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)
+9.00%
Peer Avg (YTD)
+12.44%
vs Peers
-3.43%

NBHAX Mutual Fund Performance

NBHAX performance across multiple time periods: 1-month 6.38%, YTD 9.00%, 1-year 14.47%, 3-year 17.78%, 5-year 8.92%, 10-year 9.40%.

NBHAX returns trail the peer average of 12.44% 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.