NDCRX Mutual Fund

NDCRX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
+0.99%
3 Months
+1.30%
6 Months
+3.50%
YTD
+7.86%
1 Year
+13.39%
3 Years (annualized)
+13.76%
5 Years (annualized)
+7.05%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDCRX 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)
+7.86%
Peer Avg (YTD)
+6.28%
vs Peers
+1.58%

NDCRX Mutual Fund Performance

NDCRX performance across multiple time periods: 1-month 0.99%, YTD 7.86%, 1-year 13.39%, 3-year 13.76%, 5-year 7.05%, 10-year 7.59%.

NDCRX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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