NSFBX Mutual Fund

NAV$7.81

Returns Overview

1 Month
+2.29%
3 Months
+4.26%
6 Months
+5.33%
YTD
+5.45%
1 Year
+9.48%
3 Years (annualized)
+8.56%
5 Years (annualized)
+5.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSFBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.45%
Peer Avg (YTD)
+6.80%
vs Peers
-1.35%

NSFBX Mutual Fund Performance

NSFBX performance across multiple time periods: 1-month 2.29%, YTD 5.45%, 1-year 9.48%, 3-year 8.56%, 5-year 5.70%.

NSFBX returns trail the peer average of 6.80% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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