NBRTX Mutual Fund

NBRTX Mutual Fund

NAV$29.33
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Returns Overview

1 Month
-4.60%
3 Months
-5.20%
6 Months
+10.00%
YTD
+8.71%
1 Year
+13.30%
3 Years (annualized)
+14.43%
5 Years (annualized)
+8.49%
10 Years (annualized)
+8.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRTX 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)
+8.71%
Peer Avg (YTD)
+6.72%
vs Peers
+1.99%

NBRTX Mutual Fund Performance

NBRTX performance across multiple time periods: 1-month -4.60%, YTD 8.71%, 1-year 13.30%, 3-year 14.43%, 5-year 8.49%, 10-year 8.45%.

NBRTX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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