NEDAX Mutual Fund

NEDAX Mutual Fund

NAV$23.76
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Returns Overview

1 Month
-0.25%
3 Months
-1.76%
6 Months
-0.16%
YTD
-0.22%
1 Year
-1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NEDAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.22%
Peer Avg (YTD)
+1.93%
vs Peers
-2.15%

NEDAX Mutual Fund Performance

NEDAX performance across multiple time periods: 1-month -0.25%, YTD -0.22%, 1-year -1.51%.

NEDAX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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