NSBFX Mutual Fund

NSBFX Mutual Fund

NAV$62.49
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Returns Overview

1 Month
+3.14%
3 Months
+2.17%
6 Months
+5.97%
YTD
+5.21%
1 Year
+10.09%
3 Years (annualized)
+12.46%
5 Years (annualized)
+9.44%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSBFX 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)
+5.21%
Peer Avg (YTD)
+9.41%
vs Peers
-4.20%

NSBFX Mutual Fund Performance

NSBFX performance across multiple time periods: 1-month 3.14%, YTD 5.21%, 1-year 10.09%, 3-year 12.46%, 5-year 9.44%, 10-year 11.87%.

NSBFX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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