NSTRX Mutual Fund

NSTRX Mutual Fund

NAV$9.67
See how much of NSTRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.31%
3 Months
+0.42%
6 Months
+0.48%
YTD
+1.35%
1 Year
+2.19%
3 Years (annualized)
+5.50%
5 Years (annualized)
+2.89%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSTRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+1.93%
vs Peers
-0.58%

NSTRX Mutual Fund Performance

NSTRX performance across multiple time periods: 1-month 0.31%, YTD 1.35%, 1-year 2.19%, 3-year 5.50%, 5-year 2.89%, 10-year 2.38%.

NSTRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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