NBHCX Mutual Fund

NBHCX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
-6.22%
3 Months
-2.60%
6 Months
-1.40%
YTD
+1.88%
1 Year
+5.55%
3 Years (annualized)
+12.92%
5 Years (annualized)
+7.55%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBHCX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+10.00%
vs Peers
-8.12%

NBHCX Mutual Fund Performance

NBHCX performance across multiple time periods: 1-month -6.22%, YTD 1.88%, 1-year 5.55%, 3-year 12.92%, 5-year 7.55%, 10-year 8.06%.

NBHCX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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