NBRRX Mutual Fund

NBRRX Mutual Fund

NAV$29.10
See how much of NBRRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.65%
3 Months
-5.34%
6 Months
+9.63%
YTD
+8.18%
1 Year
+12.61%
3 Years (annualized)
+13.73%
5 Years (annualized)
+7.83%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBRRX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+6.72%
vs Peers
+1.46%

NBRRX Mutual Fund Performance

NBRRX performance across multiple time periods: 1-month -4.65%, YTD 8.18%, 1-year 12.61%, 3-year 13.73%, 5-year 7.83%, 10-year 7.79%.

NBRRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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