NBHIX Mutual Fund

NBHIX Mutual Fund

NAV$15.75
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Returns Overview

1 Month
+1.44%
3 Months
+3.07%
6 Months
-0.88%
YTD
+9.42%
1 Year
+16.05%
3 Years (annualized)
+15.66%
5 Years (annualized)
+9.68%
10 Years (annualized)
+9.74%

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)
+9.42%
Peer Avg (YTD)
+12.44%
vs Peers
-3.01%

NBHIX Mutual Fund Performance

NBHIX performance across multiple time periods: 1-month 1.44%, YTD 9.42%, 1-year 16.05%, 3-year 15.66%, 5-year 9.68%, 10-year 9.74%.

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.