NDASX Mutual Fund

NDASX Mutual Fund

NAV$10.97
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Returns Overview

1 Month
+2.05%
3 Months
+2.29%
6 Months
+8.63%
YTD
+13.45%
1 Year
+20.86%
3 Years (annualized)
+17.59%
5 Years (annualized)
+8.70%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDASX 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)
+13.45%
Peer Avg (YTD)
+7.17%
vs Peers
+6.28%

NDASX Mutual Fund Performance

NDASX performance across multiple time periods: 1-month 2.05%, YTD 13.45%, 1-year 20.86%, 3-year 17.59%, 5-year 8.70%, 10-year 10.72%.

NDASX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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