NSBAX Mutual Fund

NSBAX Mutual Fund

NAV$63.42
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Returns Overview

1 Month
+3.11%
3 Months
+2.10%
6 Months
+5.84%
YTD
+5.02%
1 Year
+9.78%
3 Years (annualized)
+12.13%
5 Years (annualized)
+9.10%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSBAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+9.41%
vs Peers
-4.39%

NSBAX Mutual Fund Performance

NSBAX performance across multiple time periods: 1-month 3.11%, YTD 5.02%, 1-year 9.78%, 3-year 12.13%, 5-year 9.10%, 10-year 11.53%.

NSBAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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