NOBOX Mutual Fund

NOBOX Mutual Fund

NAV$8.81
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Returns Overview

3 Months
-1.09%
6 Months
-2.41%
YTD
-0.43%
1 Year
+1.46%
3 Years (annualized)
+3.87%
5 Years (annualized)
-0.42%
10 Years (annualized)
+1.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NOBOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+2.15%
vs Peers
-2.58%

NOBOX Mutual Fund Performance

NOBOX performance across multiple time periods: YTD -0.43%, 1-year 1.46%, 3-year 3.87%, 5-year -0.42%, 10-year 1.25%.

NOBOX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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