NSBRX Mutual Fund

NSBRX Mutual Fund

NAV$63.03
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Returns Overview

1 Month
+0.59%
3 Months
+2.48%
6 Months
+2.25%
YTD
+5.35%
1 Year
+7.95%
3 Years (annualized)
+13.38%
5 Years (annualized)
+9.06%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSBRX 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
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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)
+5.35%
Peer Avg (YTD)
+11.21%
vs Peers
-5.86%

NSBRX Mutual Fund Performance

NSBRX performance across multiple time periods: 1-month 0.59%, YTD 5.35%, 1-year 7.95%, 3-year 13.38%, 5-year 9.06%, 10-year 11.93%.

NSBRX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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