NBHCX Mutual Fund

NAV$16.72
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Returns Overview

1 Month
-1.01%
3 Months
+1.23%
6 Months
+5.28%
YTD
+4.60%
1 Year
+12.26%
3 Years (annualized)
+11.37%
5 Years (annualized)
+7.01%
10 Years (annualized)
+7.82%

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
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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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+9.49%
vs Peers
-4.89%

NBHCX Mutual Fund Performance

NBHCX performance across multiple time periods: 1-month -1.01%, YTD 4.60%, 1-year 12.26%, 3-year 11.37%, 5-year 7.01%, 10-year 7.82%.

NBHCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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