NBRVX Mutual Fund

NBRVX Mutual Fund

NAV$29.39
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Returns Overview

1 Month
+0.83%
3 Months
+2.13%
6 Months
+8.65%
YTD
+15.27%
1 Year
+22.36%
3 Years (annualized)
+20.97%
5 Years (annualized)
+12.44%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRVX 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
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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)
+15.27%
Peer Avg (YTD)
+9.89%
vs Peers
+5.38%

NBRVX Mutual Fund Performance

NBRVX performance across multiple time periods: 1-month 0.83%, YTD 15.27%, 1-year 22.36%, 3-year 20.97%, 5-year 12.44%, 10-year 12.02%.

NBRVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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