NBHIX Mutual Fund

NBHIX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
-0.96%
3 Months
+1.44%
6 Months
+5.82%
YTD
+5.14%
1 Year
+13.48%
3 Years (annualized)
+12.62%
5 Years (annualized)
+8.20%
10 Years (annualized)
+9.02%

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)
+5.14%
Peer Avg (YTD)
+9.49%
vs Peers
-4.35%

NBHIX Mutual Fund Performance

NBHIX performance across multiple time periods: 1-month -0.96%, YTD 5.14%, 1-year 13.48%, 3-year 12.62%, 5-year 8.20%, 10-year 9.02%.

NBHIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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