NBMOX Mutual Fund

NBMOX Mutual Fund

NAV$52.21
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Returns Overview

3 Months
-7.04%
6 Months
-9.65%
YTD
-0.39%
1 Year
-2.64%
3 Years (annualized)
+19.32%
5 Years (annualized)
+2.79%
10 Years (annualized)
+11.89%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+12.21%
vs Peers
-12.60%

NBMOX Mutual Fund Performance

NBMOX performance across multiple time periods: YTD -0.39%, 1-year -2.64%, 3-year 19.32%, 5-year 2.79%, 10-year 11.89%.

NBMOX returns trail the peer average of 12.21% 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.