NADMX Mutual Fund

NADMX Mutual Fund

NAV$10.22
See how much of NADMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.30%
3 Months
+2.45%
6 Months
+5.30%
YTD
+6.97%
1 Year
+15.03%
3 Years (annualized)
+11.41%
5 Years (annualized)
+5.70%
10 Years (annualized)
+7.50%

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

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)
+6.97%
Peer Avg (YTD)
+5.54%
vs Peers
+1.43%

NADMX Mutual Fund Performance

NADMX performance across multiple time periods: 1-month -0.30%, YTD 6.97%, 1-year 15.03%, 3-year 11.41%, 5-year 5.70%, 10-year 7.50%.

NADMX returns outperform the peer average of 5.54% 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.