NSCRX Mutual Fund

NSCRX Mutual Fund

NAV$58.67
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Returns Overview

1 Month
+0.69%
3 Months
-2.67%
6 Months
+1.93%
YTD
+17.86%
1 Year
+21.95%
3 Years (annualized)
+21.27%
5 Years (annualized)
+11.19%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSCRX 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)
+17.86%
Peer Avg (YTD)
+12.21%
vs Peers
+5.66%

NSCRX Mutual Fund Performance

NSCRX performance across multiple time periods: 1-month 0.69%, YTD 17.86%, 1-year 21.95%, 3-year 21.27%, 5-year 11.19%, 10-year 10.95%.

NSCRX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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