NDCAX Mutual Fund

NAV$10.34

Returns Overview

1 Month
+0.24%
3 Months
+3.86%
6 Months
+3.24%
YTD
+3.14%
1 Year
+7.70%
3 Years (annualized)
+6.61%
5 Years (annualized)
+2.35%
10 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDCAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+3.14%
Peer Avg (YTD)
+4.14%
vs Peers
-1.01%

NDCAX Mutual Fund Performance

NDCAX performance across multiple time periods: 1-month 0.24%, YTD 3.14%, 1-year 7.70%, 3-year 6.61%, 5-year 2.35%, 10-year 3.66%.

NDCAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

NDCAX performance comparison shows side-by-side returns with another fund. NDCAX alternatives are available in the Mutual Fund Screener.