NSBCX Mutual Fund

NSBCX Mutual Fund

NAV$61.97
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Returns Overview

1 Month
+3.06%
3 Months
+1.91%
6 Months
+5.46%
YTD
+4.57%
1 Year
+8.96%
3 Years (annualized)
+11.29%
5 Years (annualized)
+8.29%
10 Years (annualized)
+10.70%

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
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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)
+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 11.29%, 5-year 8.29%, 10-year 10.70%.

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.