NADMX Mutual Fund

NADMX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
-0.20%
3 Months
-0.65%
6 Months
+1.78%
YTD
+6.27%
1 Year
+8.29%
3 Years (annualized)
+14.04%
5 Years (annualized)
+5.19%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NADMX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+5.92%
vs Peers
+0.35%

NADMX Mutual Fund Performance

NADMX performance across multiple time periods: 1-month -0.20%, YTD 6.27%, 1-year 8.29%, 3-year 14.04%, 5-year 5.19%, 10-year 7.54%.

NADMX returns outperform the peer average of 5.92% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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