NSCAX Mutual Fund

NSCAX Mutual Fund

NAV$59.95
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Returns Overview

1 Month
+4.09%
3 Months
+20.54%
6 Months
+24.09%
YTD
+22.85%
1 Year
+36.43%
3 Years (annualized)
+21.09%
5 Years (annualized)
+10.99%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSCAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+22.85%
Peer Avg (YTD)
+18.52%
vs Peers
+4.32%

NSCAX Mutual Fund Performance

NSCAX performance across multiple time periods: 1-month 4.09%, YTD 22.85%, 1-year 36.43%, 3-year 21.09%, 5-year 10.99%, 10-year 11.11%.

NSCAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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