NBSMX Mutual Fund

NAV$57.19

Returns Overview

1 Month
+3.24%
3 Months
+26.52%
6 Months
+23.18%
YTD
+20.47%
1 Year
+30.39%
3 Years (annualized)
+17.74%
5 Years (annualized)
+6.23%
10 Years (annualized)
+15.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBSMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.47%
Peer Avg (YTD)
+18.52%
vs Peers
+1.95%

NBSMX Mutual Fund Performance

NBSMX performance across multiple time periods: 1-month 3.24%, YTD 20.47%, 1-year 30.39%, 3-year 17.74%, 5-year 6.23%, 10-year 15.63%.

NBSMX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

NBSMX performance comparison shows side-by-side returns with another fund. NBSMX alternatives are available in the Mutual Fund Screener.