NDCAX Mutual Fund

NDCAX Mutual Fund

NAV$10.32
See how much of NDCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.78%
3 Months
+0.63%
6 Months
+1.53%
YTD
+2.33%
1 Year
+6.76%
3 Years (annualized)
+6.07%
5 Years (annualized)
+2.02%
10 Years (annualized)
+3.47%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+3.39%
vs Peers
-1.05%

NDCAX Mutual Fund Performance

NDCAX performance across multiple time periods: 1-month -0.78%, YTD 2.33%, 1-year 6.76%, 3-year 6.07%, 5-year 2.02%, 10-year 3.47%.

NDCAX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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