NSBRX Mutual Fund

NSBRX Mutual Fund

NAV$63.38
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Returns Overview

1 Month
-2.23%
3 Months
+1.42%
6 Months
+5.66%
YTD
+3.00%
1 Year
+3.56%
3 Years (annualized)
+13.38%
5 Years (annualized)
+9.06%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSBRX 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)
+3.00%
Peer Avg (YTD)
+9.98%
vs Peers
-6.98%

NSBRX Mutual Fund Performance

NSBRX performance across multiple time periods: 1-month -2.23%, YTD 3.00%, 1-year 3.56%, 3-year 13.38%, 5-year 9.06%, 10-year 11.93%.

NSBRX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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