NBRVX Mutual Fund

NBRVX Mutual Fund

NAV$29.76
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Returns Overview

1 Month
-1.44%
3 Months
+6.08%
6 Months
+10.57%
YTD
+14.32%
1 Year
+26.26%
3 Years (annualized)
+12.34%
5 Years (annualized)
+8.39%
10 Years (annualized)
+8.31%

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
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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)
+14.32%
Peer Avg (YTD)
+9.54%
vs Peers
+4.78%

NBRVX Mutual Fund Performance

NBRVX performance across multiple time periods: 1-month -1.44%, YTD 14.32%, 1-year 26.26%, 3-year 12.34%, 5-year 8.39%, 10-year 8.31%.

NBRVX returns outperform the peer average of 9.54% 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.