NBRCX Mutual Fund

NBRCX Mutual Fund

NAV$30.23
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Returns Overview

1 Month
-1.52%
3 Months
+5.81%
6 Months
+10.05%
YTD
+13.66%
1 Year
+25.07%
3 Years (annualized)
+11.24%
5 Years (annualized)
+7.32%
10 Years (annualized)
+7.30%

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)
+13.66%
Peer Avg (YTD)
+9.54%
vs Peers
+4.12%

NBRCX Mutual Fund Performance

NBRCX performance across multiple time periods: 1-month -1.52%, YTD 13.66%, 1-year 25.07%, 3-year 11.24%, 5-year 7.32%, 10-year 7.30%.

NBRCX returns outperform the peer average of 9.54% 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.