NASDX Mutual Fund

NASDX Mutual Fund

NAV$56.11
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Returns Overview

1 Month
+4.11%
3 Months
-2.75%
6 Months
+18.18%
YTD
+16.98%
1 Year
+26.37%
3 Years (annualized)
+30.38%
5 Years (annualized)
+17.87%
10 Years (annualized)
+23.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NASDX 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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+16.98%
Peer Avg (YTD)
+8.51%
vs Peers
+8.47%

NASDX Mutual Fund Performance

NASDX performance across multiple time periods: 1-month 4.11%, YTD 16.98%, 1-year 26.37%, 3-year 30.38%, 5-year 17.87%, 10-year 23.35%.

NASDX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

NASDX vs another fund shows side-by-side returns. NASDX alternatives are available in the Mutual Fund Screener.