NADCX Mutual Fund

NADCX Mutual Fund

NAV$10.31
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Returns Overview

1 Month
-2.04%
3 Months
-1.28%
6 Months
+5.07%
YTD
+4.11%
1 Year
+6.60%
3 Years (annualized)
+7.70%
5 Years (annualized)
+2.83%
10 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NADCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+4.11%
Peer Avg (YTD)
+2.46%
vs Peers
+1.65%

NADCX Mutual Fund Performance

NADCX performance across multiple time periods: 1-month -2.04%, YTD 4.11%, 1-year 6.60%, 3-year 7.70%, 5-year 2.83%, 10-year 5.06%.

NADCX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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