NSBRX Mutual Fund

NSBRX Mutual Fund

NAV$61.65
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Returns Overview

1 Month
+3.13%
3 Months
+2.15%
6 Months
+3.45%
YTD
+4.74%
1 Year
+10.05%
3 Years (annualized)
+12.41%
5 Years (annualized)
+9.38%
10 Years (annualized)
+11.81%

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)
+4.74%
Peer Avg (YTD)
+9.41%
vs Peers
-4.68%

NSBRX Mutual Fund Performance

NSBRX performance across multiple time periods: 1-month 3.13%, YTD 4.74%, 1-year 10.05%, 3-year 12.41%, 5-year 9.38%, 10-year 11.81%.

NSBRX returns trail the peer average of 9.41% 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.