NBRRX Mutual Fund

NBRRX Mutual Fund

NAV$29.73
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Returns Overview

1 Month
+2.65%
3 Months
-1.41%
6 Months
+4.47%
YTD
+11.05%
1 Year
+15.80%
3 Years (annualized)
+15.89%
5 Years (annualized)
+6.85%
10 Years (annualized)
+7.78%

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
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📉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)
+11.05%
Peer Avg (YTD)
+8.01%
vs Peers
+3.04%

NBRRX Mutual Fund Performance

NBRRX performance across multiple time periods: 1-month 2.65%, YTD 11.05%, 1-year 15.80%, 3-year 15.89%, 5-year 6.85%, 10-year 7.78%.

NBRRX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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