NBSTX Mutual Fund

NBSTX Mutual Fund

NAV$64.41
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Returns Overview

1 Month
-2.76%
3 Months
+5.45%
6 Months
+12.07%
YTD
+13.35%
1 Year
+25.00%
3 Years (annualized)
+22.34%
5 Years (annualized)
+13.09%
10 Years (annualized)
+14.06%

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
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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)
+13.35%
Peer Avg (YTD)
+9.41%
vs Peers
+3.94%

NBSTX Mutual Fund Performance

NBSTX performance across multiple time periods: 1-month -2.76%, YTD 13.35%, 1-year 25.00%, 3-year 22.34%, 5-year 13.09%, 10-year 14.06%.

NBSTX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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