NSBRX Mutual Fund

NAV$64.38

Returns Overview

1 Month
-1.21%
3 Months
+4.19%
6 Months
+1.99%
YTD
+1.56%
1 Year
+7.10%
3 Years (annualized)
+11.77%
5 Years (annualized)
+8.73%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSBRX 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)
+1.56%
Peer Avg (YTD)
+9.51%
vs Peers
-7.95%

NSBRX Mutual Fund Performance

NSBRX performance across multiple time periods: 1-month -1.21%, YTD 1.56%, 1-year 7.10%, 3-year 11.77%, 5-year 8.73%, 10-year 11.46%.

NSBRX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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