NSBCX Mutual Fund

NSBCX Mutual Fund

NAV$63.45
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Returns Overview

1 Month
-2.31%
3 Months
+1.18%
6 Months
+7.72%
YTD
+4.75%
1 Year
+2.54%
3 Years (annualized)
+12.57%
5 Years (annualized)
+7.94%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSBCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.75%
Peer Avg (YTD)
+9.91%
vs Peers
-5.15%

NSBCX Mutual Fund Performance

NSBCX performance across multiple time periods: 1-month -2.31%, YTD 4.75%, 1-year 2.54%, 3-year 12.57%, 5-year 7.94%, 10-year 10.76%.

NSBCX returns trail the peer average of 9.91% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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