NBSTX Mutual Fund

NAV$64.58

Returns Overview

1 Month
+4.91%
3 Months
+21.47%
6 Months
+16.72%
YTD
+16.58%
1 Year
+26.96%
3 Years (annualized)
+19.63%
5 Years (annualized)
+11.75%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBSTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.58%
Peer Avg (YTD)
+9.51%
vs Peers
+7.07%

NBSTX Mutual Fund Performance

NBSTX performance across multiple time periods: 1-month 4.91%, YTD 16.58%, 1-year 26.96%, 3-year 19.63%, 5-year 11.75%, 10-year 13.22%.

NBSTX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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