NDARX Mutual Fund

NDARX Mutual Fund

NAV$15.70
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Returns Overview

1 Month
+1.05%
3 Months
+1.41%
6 Months
+3.83%
YTD
+8.33%
1 Year
+14.17%
3 Years (annualized)
+14.57%
5 Years (annualized)
+7.84%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDARX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+6.28%
vs Peers
+2.04%

NDARX Mutual Fund Performance

NDARX performance across multiple time periods: 1-month 1.05%, YTD 8.33%, 1-year 14.17%, 3-year 14.57%, 5-year 7.84%, 10-year 8.37%.

NDARX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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