NBSLX Mutual Fund

NAV$64.88

Returns Overview

1 Month
+4.94%
3 Months
+21.56%
6 Months
+16.93%
YTD
+16.79%
1 Year
+30.43%
3 Years (annualized)
+21.00%
5 Years (annualized)
+12.69%
10 Years (annualized)
+14.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBSLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.79%
Peer Avg (YTD)
+9.51%
vs Peers
+7.28%

NBSLX Mutual Fund Performance

NBSLX performance across multiple time periods: 1-month 4.94%, YTD 16.79%, 1-year 30.43%, 3-year 21.00%, 5-year 12.69%, 10-year 14.26%.

NBSLX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

NBSLX performance comparison shows side-by-side returns with another fund. NBSLX alternatives are available in the Mutual Fund Screener.