NSBAX Mutual Fund

NAV$64.49

Returns Overview

1 Month
-1.40%
3 Months
+6.48%
6 Months
+4.15%
YTD
+3.73%
1 Year
+9.25%
3 Years (annualized)
+12.29%
5 Years (annualized)
+8.93%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSBAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.73%
Peer Avg (YTD)
+9.51%
vs Peers
-5.78%

NSBAX Mutual Fund Performance

NSBAX performance across multiple time periods: 1-month -1.40%, YTD 3.73%, 1-year 9.25%, 3-year 12.29%, 5-year 8.93%, 10-year 11.43%.

NSBAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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