NBSTX Mutual Fund

NBSTX Mutual Fund

NAV$67.01
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Returns Overview

1 Month
+1.90%
3 Months
+3.95%
6 Months
+14.21%
YTD
+15.50%
1 Year
+25.38%
3 Years (annualized)
+19.94%
5 Years (annualized)
+11.22%
10 Years (annualized)
+19.72%

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)
+15.50%
Peer Avg (YTD)
+11.21%
vs Peers
+4.29%

NBSTX Mutual Fund Performance

NBSTX performance across multiple time periods: 1-month 1.90%, YTD 15.50%, 1-year 25.38%, 3-year 19.94%, 5-year 11.22%, 10-year 19.72%.

NBSTX returns outperform the peer average of 11.21% 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.