NSBCX Mutual Fund

NSBCX Mutual Fund

NAV$64.45
See how much of NSBCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.85%
3 Months
+0.97%
6 Months
+2.90%
YTD
+5.16%
1 Year
+5.82%
3 Years (annualized)
+14.72%
5 Years (annualized)
+7.70%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSBCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.16%
Peer Avg (YTD)
+17.72%
vs Peers
-12.56%

NSBCX Mutual Fund Performance

NSBCX performance across multiple time periods: 1-month 2.85%, YTD 5.16%, 1-year 5.82%, 3-year 14.72%, 5-year 7.70%, 10-year 11.29%.

NSBCX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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