NSCOX Mutual Fund

NSCOX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
-4.68%
3 Months
-7.38%
6 Months
-5.66%
YTD
-5.98%
1 Year
-5.03%
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)
-5.98%
Peer Avg (YTD)
-3.84%
vs Peers
-2.14%

NSCOX Mutual Fund Performance

NSCOX performance across multiple time periods: 1-month -4.68%, YTD -5.98%, 1-year -5.03%, 3-year 3.05%, 5-year -0.98%, 10-year 1.68%.

NSCOX returns trail the peer average of -3.84% 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.