NBHRX Mutual Fund

NBHRX Mutual Fund

NAV$16.01
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Returns Overview

1 Month
-6.18%
3 Months
-2.45%
6 Months
-1.19%
YTD
+2.27%
1 Year
+6.06%
3 Years (annualized)
+14.94%
5 Years (annualized)
+8.98%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBHRX 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)
+2.27%
Peer Avg (YTD)
+10.00%
vs Peers
-7.73%

NBHRX Mutual Fund Performance

NBHRX performance across multiple time periods: 1-month -6.18%, YTD 2.27%, 1-year 6.06%, 3-year 14.94%, 5-year 8.98%, 10-year 9.04%.

NBHRX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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