NBRCX Mutual Fund

NBRCX Mutual Fund

NAV$28.37
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Returns Overview

1 Month
+2.58%
3 Months
-1.55%
6 Months
+4.18%
YTD
+10.57%
1 Year
+15.22%
3 Years (annualized)
+15.31%
5 Years (annualized)
+6.32%
10 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRCX 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 Midcap Value Index
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+8.01%
vs Peers
+2.56%

NBRCX Mutual Fund Performance

NBRCX performance across multiple time periods: 1-month 2.58%, YTD 10.57%, 1-year 15.22%, 3-year 15.31%, 5-year 6.32%, 10-year 7.24%.

NBRCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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