NSCAX Mutual Fund

NSCAX Mutual Fund

NAV$56.02
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Returns Overview

1 Month
-3.54%
3 Months
-4.88%
6 Months
+14.65%
YTD
+16.85%
1 Year
+20.91%
3 Years (annualized)
+19.66%
5 Years (annualized)
+12.08%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSCAX 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)
+16.85%
Peer Avg (YTD)
+10.34%
vs Peers
+6.51%

NSCAX Mutual Fund Performance

NSCAX performance across multiple time periods: 1-month -3.54%, YTD 16.85%, 1-year 20.91%, 3-year 19.66%, 5-year 12.08%, 10-year 10.50%.

NSCAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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