NSTAX Mutual Fund

NAV$9.93

Returns Overview

1 Month
-1.29%
3 Months
-1.78%
6 Months
-3.03%
YTD
-2.93%
1 Year
+4.75%
3 Years (annualized)
+6.94%
5 Years (annualized)
+2.23%
10 Years (annualized)
+3.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSTAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.93%
Peer Avg (YTD)
+3.23%
vs Peers
-6.16%

NSTAX Mutual Fund Performance

NSTAX performance across multiple time periods: 1-month -1.29%, YTD -2.93%, 1-year 4.75%, 3-year 6.94%, 5-year 2.23%, 10-year 3.51%.

NSTAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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