NSCOX Mutual Fund

NSCOX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
+0.61%
3 Months
+1.85%
6 Months
+1.52%
YTD
+1.52%
1 Year
+4.63%
3 Years (annualized)
+3.64%
5 Years (annualized)
-0.34%
10 Years (annualized)
+1.99%

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)
+1.52%
Peer Avg (YTD)
+1.79%
vs Peers
-0.27%

NSCOX Mutual Fund Performance

NSCOX performance across multiple time periods: 1-month 0.61%, YTD 1.52%, 1-year 4.63%, 3-year 3.64%, 5-year -0.34%, 10-year 1.99%.

NSCOX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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