NBSRX Mutual Fund

NBSRX Mutual Fund

NAV$66.18
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Returns Overview

1 Month
-0.39%
3 Months
-1.28%
6 Months
+19.95%
YTD
+15.18%
1 Year
+22.81%
3 Years (annualized)
+23.88%
5 Years (annualized)
+13.48%
10 Years (annualized)
+14.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBSRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.18%
Peer Avg (YTD)
+9.98%
vs Peers
+5.20%

NBSRX Mutual Fund Performance

NBSRX performance across multiple time periods: 1-month -0.39%, YTD 15.18%, 1-year 22.81%, 3-year 23.88%, 5-year 13.48%, 10-year 14.43%.

NBSRX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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