NSCAX Mutual Fund

NSCAX Mutual Fund

NAV$59.09
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Returns Overview

1 Month
-1.56%
3 Months
+4.67%
6 Months
+15.45%
YTD
+22.15%
1 Year
+35.54%
3 Years (annualized)
+18.37%
5 Years (annualized)
+11.35%
10 Years (annualized)
+10.21%

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)
+22.15%
Peer Avg (YTD)
+15.31%
vs Peers
+6.84%

NSCAX Mutual Fund Performance

NSCAX performance across multiple time periods: 1-month -1.56%, YTD 22.15%, 1-year 35.54%, 3-year 18.37%, 5-year 11.35%, 10-year 10.21%.

NSCAX returns outperform the peer average of 15.31% 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.