NASDX Mutual Fund

NAV$52.86

Returns Overview

1 Month
+0.04%
3 Months
+27.78%
6 Months
+20.13%
YTD
+20.34%
1 Year
+34.20%
3 Years (annualized)
+32.55%
5 Years (annualized)
+20.16%
10 Years (annualized)
+24.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NASDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+20.34%
Peer Avg (YTD)
+8.97%
vs Peers
+11.37%

NASDX Mutual Fund Performance

NASDX performance across multiple time periods: 1-month 0.04%, YTD 20.34%, 1-year 34.20%, 3-year 32.55%, 5-year 20.16%, 10-year 24.64%.

NASDX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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