NBRRX Mutual Fund

NAV$30.94

Returns Overview

1 Month
+2.75%
3 Months
+15.82%
6 Months
+15.69%
YTD
+14.29%
1 Year
+17.80%
3 Years (annualized)
+9.77%
5 Years (annualized)
+5.12%
10 Years (annualized)
+4.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+14.29%
Peer Avg (YTD)
+10.82%
vs Peers
+3.48%

NBRRX Mutual Fund Performance

NBRRX performance across multiple time periods: 1-month 2.75%, YTD 14.29%, 1-year 17.80%, 3-year 9.77%, 5-year 5.12%, 10-year 4.58%.

NBRRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

NBRRX performance comparison shows side-by-side returns with another fund. NBRRX alternatives are available in the Mutual Fund Screener.