NDMAX Mutual Fund

NDMAX Mutual Fund

NAV$10.65
See how much of NDMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.09%
3 Months
+3.35%
6 Months
+7.27%
YTD
+9.60%
1 Year
+19.37%
3 Years (annualized)
+14.10%
5 Years (annualized)
+7.48%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDMAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderately Aggressive Target Risk Index(^MSAAMMAR)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+5.54%
vs Peers
+4.06%

NDMAX Mutual Fund Performance

NDMAX performance across multiple time periods: 1-month -0.09%, YTD 9.60%, 1-year 19.37%, 3-year 14.10%, 5-year 7.48%, 10-year 9.44%.

NDMAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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