NDACX Mutual Fund

NDACX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
+0.11%
3 Months
-0.79%
6 Months
+0.57%
YTD
+1.73%
1 Year
+12.90%
3 Years (annualized)
+1.96%
5 Years (annualized)
+7.56%
10 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDACX 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 Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+6.78%
vs Peers
-5.04%

NDACX Mutual Fund Performance

NDACX performance across multiple time periods: 1-month 0.11%, YTD 1.73%, 1-year 12.90%, 3-year 1.96%, 5-year 7.56%, 10-year 6.34%.

NDACX returns trail the peer average of 6.78% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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