NSBCX Mutual Fund

NSBCX Mutual Fund

NAV$63.91
See how much of NSBCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.06%
3 Months
+1.91%
6 Months
+5.46%
YTD
+4.57%
1 Year
+8.96%
3 Years (annualized)
+11.60%
5 Years (annualized)
+8.23%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSBCX 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)
+4.57%
Peer Avg (YTD)
+9.41%
vs Peers
-4.84%

NSBCX Mutual Fund Performance

NSBCX performance across multiple time periods: 1-month 3.06%, YTD 4.57%, 1-year 8.96%, 3-year 11.60%, 5-year 8.23%, 10-year 10.61%.

NSBCX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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