NBHRX Mutual Fund

NAV$16.81

Returns Overview

1 Month
-1.01%
3 Months
+1.29%
6 Months
+5.45%
YTD
+4.84%
1 Year
+12.75%
3 Years (annualized)
+11.89%
5 Years (annualized)
+7.50%
10 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBHRX 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)
+4.84%
Peer Avg (YTD)
+9.49%
vs Peers
-4.65%

NBHRX Mutual Fund Performance

NBHRX performance across multiple time periods: 1-month -1.01%, YTD 4.84%, 1-year 12.75%, 3-year 11.89%, 5-year 7.50%, 10-year 8.32%.

NBHRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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