NDMSX Mutual Fund

NDMSX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
-1.87%
3 Months
-0.10%
6 Months
+10.85%
YTD
+9.50%
1 Year
+13.48%
3 Years (annualized)
+15.67%
5 Years (annualized)
+7.41%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDMSX 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 Moderately Aggressive Target Risk Index(^MSAAMMAR)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+4.96%
vs Peers
+4.54%

NDMSX Mutual Fund Performance

NDMSX performance across multiple time periods: 1-month -1.87%, YTD 9.50%, 1-year 13.48%, 3-year 15.67%, 5-year 7.41%, 10-year 9.54%.

NDMSX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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