NBMOX Mutual Fund

NAV$57.62
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Returns Overview

1 Month
+3.21%
3 Months
+26.40%
6 Months
+22.96%
YTD
+20.27%
1 Year
+38.56%
3 Years (annualized)
+19.68%
5 Years (annualized)
+7.13%
10 Years (annualized)
+15.38%

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
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📉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

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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.27%
Peer Avg (YTD)
+18.52%
vs Peers
+1.75%

NBMOX Mutual Fund Performance

NBMOX performance across multiple time periods: 1-month 3.21%, YTD 20.27%, 1-year 38.56%, 3-year 19.68%, 5-year 7.13%, 10-year 15.38%.

NBMOX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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