NBSRX Mutual Fund

NAV$62.24

Returns Overview

1 Month
-3.34%
3 Months
+3.58%
6 Months
+8.39%
YTD
+11.02%
1 Year
+30.22%
3 Years (annualized)
+22.91%
5 Years (annualized)
+13.67%
10 Years (annualized)
+14.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBSRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+9.51%
vs Peers
+1.52%

NBSRX Mutual Fund Performance

NBSRX performance across multiple time periods: 1-month -3.34%, YTD 11.02%, 1-year 30.22%, 3-year 22.91%, 5-year 13.67%, 10-year 14.65%.

NBSRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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