NBSMX Mutual Fund

NBSMX Mutual Fund

NAV$52.64
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Returns Overview

1 Month
-2.31%
3 Months
-10.13%
6 Months
+3.21%
YTD
+7.24%
1 Year
+15.36%
3 Years (annualized)
+15.33%
5 Years (annualized)
+4.55%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBSMX 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
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📉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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+15.20%
vs Peers
-7.96%

NBSMX Mutual Fund Performance

NBSMX performance across multiple time periods: 1-month -2.31%, YTD 7.24%, 1-year 15.36%, 3-year 15.33%, 5-year 4.55%, 10-year 13.38%.

NBSMX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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