NSBAX Mutual Fund

NSBAX Mutual Fund

NAV$63.15
See how much of NSBAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.57%
3 Months
+2.43%
6 Months
+4.63%
YTD
+5.61%
1 Year
+7.68%
3 Years (annualized)
+13.49%
5 Years (annualized)
+8.79%
10 Years (annualized)
+11.61%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+11.21%
vs Peers
-5.60%

NSBAX Mutual Fund Performance

NSBAX performance across multiple time periods: 1-month 0.57%, YTD 5.61%, 1-year 7.68%, 3-year 13.49%, 5-year 8.79%, 10-year 11.61%.

NSBAX returns trail the peer average of 11.21% 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.