NADMX Mutual Fund

NAV$10.19

Returns Overview

1 Month
+0.21%
3 Months
+8.50%
6 Months
+7.75%
YTD
+7.29%
1 Year
+15.62%
3 Years (annualized)
+12.32%
5 Years (annualized)
+5.91%
10 Years (annualized)
+7.81%

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

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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 Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+5.87%
vs Peers
+1.43%

NADMX Mutual Fund Performance

NADMX performance across multiple time periods: 1-month 0.21%, YTD 7.29%, 1-year 15.62%, 3-year 12.32%, 5-year 5.91%, 10-year 7.81%.

NADMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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