NBSSX Mutual Fund

NBSSX Mutual Fund

NAV$35.69
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Returns Overview

3 Months
-2.47%
6 Months
+16.95%
YTD
+7.09%
1 Year
+9.53%
3 Years (annualized)
+19.15%
5 Years (annualized)
+5.85%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBSSX 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
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📉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
MSCI All Country World Index
This Mutual Fund (YTD)
+7.09%
Peer Avg (YTD)
+8.68%
vs Peers
-1.59%

NBSSX Mutual Fund Performance

NBSSX performance across multiple time periods: YTD 7.09%, 1-year 9.53%, 3-year 19.15%, 5-year 5.85%, 10-year 11.06%.

NBSSX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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