NBHCX Mutual Fund

NBHCX Mutual Fund

NAV$16.67
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Returns Overview

1 Month
+2.43%
3 Months
+0.90%
6 Months
+2.55%
YTD
+7.14%
1 Year
+16.18%
3 Years (annualized)
+12.71%
5 Years (annualized)
+8.33%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBHCX 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)
+7.14%
Peer Avg (YTD)
+11.41%
vs Peers
-4.27%

NBHCX Mutual Fund Performance

NBHCX performance across multiple time periods: 1-month 2.43%, YTD 7.14%, 1-year 16.18%, 3-year 12.71%, 5-year 8.33%, 10-year 8.27%.

NBHCX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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