NSBFX Mutual Fund

NSBFX Mutual Fund

NAV$64.55
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Returns Overview

1 Month
-2.22%
3 Months
+1.44%
6 Months
+5.70%
YTD
+3.05%
1 Year
+3.61%
3 Years (annualized)
+13.43%
5 Years (annualized)
+9.13%
10 Years (annualized)
+12.01%

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)
+3.05%
Peer Avg (YTD)
+9.98%
vs Peers
-6.93%

NSBFX Mutual Fund Performance

NSBFX performance across multiple time periods: 1-month -2.22%, YTD 3.05%, 1-year 3.61%, 3-year 13.43%, 5-year 9.13%, 10-year 12.01%.

NSBFX returns trail the peer average of 9.98% 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.