NBHEX Mutual Fund

NAV$16.91

Returns Overview

1 Month
-0.92%
3 Months
+1.61%
6 Months
+6.11%
YTD
+5.43%
1 Year
+14.24%
3 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBHEX 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

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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)
+5.43%
Peer Avg (YTD)
+9.49%
vs Peers
-4.06%

NBHEX Mutual Fund Performance

NBHEX performance across multiple time periods: 1-month -0.92%, YTD 5.43%, 1-year 14.24%, 3-year 9.76%.

NBHEX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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