NBHIX Mutual Fund

NBHIX Mutual Fund

NAV$16.79
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Returns Overview

1 Month
+6.41%
3 Months
+1.35%
6 Months
+2.60%
YTD
+9.33%
1 Year
+14.96%
3 Years (annualized)
+18.22%
5 Years (annualized)
+9.30%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBHIX 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)
+9.33%
Peer Avg (YTD)
+12.44%
vs Peers
-3.11%

NBHIX Mutual Fund Performance

NBHIX performance across multiple time periods: 1-month 6.41%, YTD 9.33%, 1-year 14.96%, 3-year 18.22%, 5-year 9.30%, 10-year 9.81%.

NBHIX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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