NBSRX Mutual Fund

NBSRX Mutual Fund

NAV$63.07
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Returns Overview

1 Month
-3.19%
3 Months
-1.73%
6 Months
+3.67%
YTD
+11.51%
1 Year
+17.76%
3 Years (annualized)
+24.24%
5 Years (annualized)
+12.49%
10 Years (annualized)
+14.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBSRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+9.28%
vs Peers
+2.23%

NBSRX Mutual Fund Performance

NBSRX performance across multiple time periods: 1-month -3.19%, YTD 11.51%, 1-year 17.76%, 3-year 24.24%, 5-year 12.49%, 10-year 14.28%.

NBSRX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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