NDMAX Mutual Fund

NAV$10.81

Returns Overview

1 Month
+0.23%
3 Months
+10.91%
6 Months
+10.38%
YTD
+9.70%
1 Year
+19.98%
3 Years (annualized)
+15.25%
5 Years (annualized)
+7.61%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDMAX 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
Morningstar Moderately Aggressive Target Risk Index(^MSAAMMAR)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+5.87%
vs Peers
+3.83%

NDMAX Mutual Fund Performance

NDMAX performance across multiple time periods: 1-month 0.23%, YTD 9.70%, 1-year 19.98%, 3-year 15.25%, 5-year 7.61%, 10-year 9.81%.

NDMAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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