NBHEX Mutual Fund

NBHEX Mutual Fund

NAV$17.11
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Returns Overview

1 Month
+2.65%
3 Months
+1.40%
6 Months
+3.45%
YTD
+8.23%
1 Year
+18.24%
3 Years (annualized)
+14.73%
5 Years (annualized)
+10.20%
10 Years (annualized)
+9.82%

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
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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)
+8.23%
Peer Avg (YTD)
+11.41%
vs Peers
-3.18%

NBHEX Mutual Fund Performance

NBHEX performance across multiple time periods: 1-month 2.65%, YTD 8.23%, 1-year 18.24%, 3-year 14.73%, 5-year 10.20%, 10-year 9.82%.

NBHEX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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