NDAAX Mutual Fund

NDAAX Mutual Fund

NAV$10.91
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Returns Overview

3 Months
+3.96%
6 Months
+8.59%
YTD
+11.18%
1 Year
+21.83%
3 Years (annualized)
+15.79%
5 Years (annualized)
+8.79%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDAAX 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 Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+11.18%
Peer Avg (YTD)
+6.57%
vs Peers
+4.61%

NDAAX Mutual Fund Performance

NDAAX performance across multiple time periods: YTD 11.18%, 1-year 21.83%, 3-year 15.79%, 5-year 8.79%, 10-year 10.60%.

NDAAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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