NADMX Mutual Fund

NADMX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
-2.02%
3 Months
-0.75%
6 Months
+7.68%
YTD
+6.49%
1 Year
+9.62%
3 Years (annualized)
+12.65%
5 Years (annualized)
+5.73%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NADMX 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 Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+6.49%
Peer Avg (YTD)
+4.96%
vs Peers
+1.52%

NADMX Mutual Fund Performance

NADMX performance across multiple time periods: 1-month -2.02%, YTD 6.49%, 1-year 9.62%, 3-year 12.65%, 5-year 5.73%, 10-year 7.66%.

NADMX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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