NBRCX Mutual Fund

NBRCX Mutual Fund

NAV$28.04
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Returns Overview

1 Month
-4.71%
3 Months
-5.48%
6 Months
+9.39%
YTD
+7.79%
1 Year
+12.04%
3 Years (annualized)
+11.19%
5 Years (annualized)
+6.16%
10 Years (annualized)
+6.69%

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)
+7.79%
Peer Avg (YTD)
+6.72%
vs Peers
+1.07%

NBRCX Mutual Fund Performance

NBRCX performance across multiple time periods: 1-month -4.71%, YTD 7.79%, 1-year 12.04%, 3-year 11.19%, 5-year 6.16%, 10-year 6.69%.

NBRCX returns outperform the peer average of 6.72% 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.