NADMX Mutual Fund

NADMX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
+1.59%
3 Months
+1.50%
6 Months
+5.11%
YTD
+8.68%
1 Year
+14.18%
3 Years (annualized)
+12.65%
5 Years (annualized)
+5.73%
10 Years (annualized)
+7.66%

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)
+8.68%
Peer Avg (YTD)
+6.28%
vs Peers
+2.39%

NADMX Mutual Fund Performance

NADMX performance across multiple time periods: 1-month 1.59%, YTD 8.68%, 1-year 14.18%, 3-year 12.65%, 5-year 5.73%, 10-year 7.66%.

NADMX returns outperform the peer average of 6.28% 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.