NBHRX Mutual Fund

NBHRX Mutual Fund

NAV$15.85
See how much of NBHRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.39%
3 Months
+2.92%
6 Months
-1.20%
YTD
+9.00%
1 Year
+15.34%
3 Years (annualized)
+14.94%
5 Years (annualized)
+8.98%
10 Years (annualized)
+9.04%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.00%
Peer Avg (YTD)
+12.44%
vs Peers
-3.44%

NBHRX Mutual Fund Performance

NBHRX performance across multiple time periods: 1-month 1.39%, YTD 9.00%, 1-year 15.34%, 3-year 14.94%, 5-year 8.98%, 10-year 9.04%.

NBHRX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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