NBRTX Mutual Fund

NBRTX Mutual Fund

NAV$29.89
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Returns Overview

1 Month
+2.71%
3 Months
-1.23%
6 Months
+4.81%
YTD
+11.65%
1 Year
+16.53%
3 Years (annualized)
+16.60%
5 Years (annualized)
+7.51%
10 Years (annualized)
+8.44%

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)
+11.65%
Peer Avg (YTD)
+8.01%
vs Peers
+3.64%

NBRTX Mutual Fund Performance

NBRTX performance across multiple time periods: 1-month 2.71%, YTD 11.65%, 1-year 16.53%, 3-year 16.60%, 5-year 7.51%, 10-year 8.44%.

NBRTX returns outperform the peer average of 8.01% 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.