NDCCX Mutual Fund

NAV$9.57

Returns Overview

1 Month
+0.10%
3 Months
-0.73%
6 Months
-1.24%
YTD
-0.73%
1 Year
+2.32%
3 Years (annualized)
-2.26%
5 Years (annualized)
+1.03%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDCCX 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)
-0.73%
Peer Avg (YTD)
+3.02%
vs Peers
-3.74%

NDCCX Mutual Fund Performance

NDCCX performance across multiple time periods: 1-month 0.10%, YTD -0.73%, 1-year 2.32%, 3-year -2.26%, 5-year 1.03%, 10-year 1.62%.

NDCCX returns trail the peer average of 3.02% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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