NBRTX Mutual Fund

NBRTX Mutual Fund

NAV$30.60
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Returns Overview

1 Month
-1.41%
3 Months
+6.12%
6 Months
+10.67%
YTD
+14.38%
1 Year
+26.43%
3 Years (annualized)
+12.47%
5 Years (annualized)
+8.52%
10 Years (annualized)
+8.50%

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
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)
+14.38%
Peer Avg (YTD)
+9.54%
vs Peers
+4.84%

NBRTX Mutual Fund Performance

NBRTX performance across multiple time periods: 1-month -1.41%, YTD 14.38%, 1-year 26.43%, 3-year 12.47%, 5-year 8.52%, 10-year 8.50%.

NBRTX returns outperform the peer average of 9.54% 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.