NSBCX Mutual Fund

NAV$64.43

Returns Overview

1 Month
-1.29%
3 Months
+6.47%
6 Months
+3.95%
YTD
+3.53%
1 Year
+8.62%
3 Years (annualized)
+11.46%
5 Years (annualized)
+8.12%
10 Years (annualized)
+10.60%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.53%
Peer Avg (YTD)
+9.51%
vs Peers
-5.97%

NSBCX Mutual Fund Performance

NSBCX performance across multiple time periods: 1-month -1.29%, YTD 3.53%, 1-year 8.62%, 3-year 11.46%, 5-year 8.12%, 10-year 10.60%.

NSBCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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