NBHRX Mutual Fund

NBHRX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
+2.54%
3 Months
+1.02%
6 Months
+2.86%
YTD
+7.50%
1 Year
+16.73%
3 Years (annualized)
+13.24%
5 Years (annualized)
+7.92%
10 Years (annualized)
+8.31%

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
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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)
+7.50%
Peer Avg (YTD)
+11.41%
vs Peers
-3.91%

NBHRX Mutual Fund Performance

NBHRX performance across multiple time periods: 1-month 2.54%, YTD 7.50%, 1-year 16.73%, 3-year 13.24%, 5-year 7.92%, 10-year 8.31%.

NBHRX returns trail the peer average of 11.41% 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.