NSCAX Mutual Fund

NSCAX Mutual Fund

NAV$56.17
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Returns Overview

1 Month
+0.17%
3 Months
+2.65%
6 Months
+13.77%
YTD
+22.36%
1 Year
+25.50%
3 Years (annualized)
+19.66%
5 Years (annualized)
+12.08%
10 Years (annualized)
+10.50%

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)
+22.36%
Peer Avg (YTD)
+15.20%
vs Peers
+7.16%

NSCAX Mutual Fund Performance

NSCAX performance across multiple time periods: 1-month 0.17%, YTD 22.36%, 1-year 25.50%, 3-year 19.66%, 5-year 12.08%, 10-year 10.50%.

NSCAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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