NDMSX Mutual Fund

NAV$10.73

Returns Overview

1 Month
+0.21%
3 Months
+10.96%
6 Months
+10.29%
YTD
+9.61%
1 Year
+19.89%
3 Years (annualized)
+15.17%
5 Years (annualized)
+7.54%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDMSX 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)
+9.61%
Peer Avg (YTD)
+5.87%
vs Peers
+3.74%

NDMSX Mutual Fund Performance

NDMSX performance across multiple time periods: 1-month 0.21%, YTD 9.61%, 1-year 19.89%, 3-year 15.17%, 5-year 7.54%, 10-year 9.74%.

NDMSX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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