NSVBX Mutual Fund

NSVBX Mutual Fund

NAV$15.83
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Returns Overview

1 Month
+7.17%
3 Months
-1.01%
6 Months
+8.37%
YTD
+23.14%
1 Year
+27.48%
3 Years (annualized)
+15.67%
5 Years (annualized)
+10.22%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSVBX 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)
+23.14%
Peer Avg (YTD)
+12.21%
vs Peers
+10.93%

NSVBX Mutual Fund Performance

NSVBX performance across multiple time periods: 1-month 7.17%, YTD 23.14%, 1-year 27.48%, 3-year 15.67%, 5-year 10.22%, 10-year 10.75%.

NSVBX 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.

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