NBMOX Mutual Fund

NBMOX Mutual Fund

NAV$54.19
See how much of NBMOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.90%
3 Months
-2.80%
6 Months
+4.72%
YTD
+9.55%
1 Year
+21.78%
3 Years (annualized)
+14.51%
5 Years (annualized)
+5.41%
10 Years (annualized)
+13.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NBMOX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.55%
Peer Avg (YTD)
+15.31%
vs Peers
-5.76%

NBMOX Mutual Fund Performance

NBMOX performance across multiple time periods: 1-month -10.90%, YTD 9.55%, 1-year 21.78%, 3-year 14.51%, 5-year 5.41%, 10-year 13.39%.

NBMOX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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