NSFDX Mutual Fund

NAV$8.49

Returns Overview

1 Month
+2.62%
3 Months
+5.28%
6 Months
+6.12%
YTD
+6.24%
1 Year
+10.60%
3 Years (annualized)
+9.90%
5 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSFDX 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
PROUpgrade to run

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)
+6.24%
Peer Avg (YTD)
+6.80%
vs Peers
-0.56%

NSFDX Mutual Fund Performance

NSFDX performance across multiple time periods: 1-month 2.62%, YTD 6.24%, 1-year 10.60%, 3-year 9.90%, 5-year 6.93%.

NSFDX returns trail the peer average of 6.80% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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