NDXKX Mutual Fund

NAV$50.92

Returns Overview

1 Month
+0.02%
3 Months
+27.74%
6 Months
+20.00%
YTD
+20.19%
1 Year
+33.91%
3 Years (annualized)
+29.40%
5 Years (annualized)
+17.00%
10 Years (annualized)
+21.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDXKX 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
Nasdaq 100 Index(NDX)
This Mutual Fund (YTD)
+20.19%
Peer Avg (YTD)
+8.97%
vs Peers
+11.22%

NDXKX Mutual Fund Performance

NDXKX performance across multiple time periods: 1-month 0.02%, YTD 20.19%, 1-year 33.91%, 3-year 29.40%, 5-year 17.00%, 10-year 21.62%.

NDXKX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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