NSCOX Mutual Fund

NSCOX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-0.72%
3 Months
-2.24%
6 Months
-3.22%
YTD
+0.04%
1 Year
+3.56%
3 Years (annualized)
+3.05%
5 Years (annualized)
-0.98%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSCOX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+0.15%
vs Peers
-0.11%

NSCOX Mutual Fund Performance

NSCOX performance across multiple time periods: 1-month -0.72%, YTD 0.04%, 1-year 3.56%, 3-year 3.05%, 5-year -0.98%, 10-year 1.68%.

NSCOX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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