NDCRX Mutual Fund

NDCRX Mutual Fund

NAV$16.28
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Returns Overview

1 Month
+0.31%
3 Months
+2.33%
6 Months
+4.66%
YTD
+6.80%
1 Year
+14.48%
3 Years (annualized)
+12.66%
5 Years (annualized)
+7.11%
10 Years (annualized)
+7.42%

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)
+6.80%
Peer Avg (YTD)
+5.54%
vs Peers
+1.26%

NDCRX Mutual Fund Performance

NDCRX performance across multiple time periods: 1-month 0.31%, YTD 6.80%, 1-year 14.48%, 3-year 12.66%, 5-year 7.11%, 10-year 7.42%.

NDCRX returns outperform the peer average of 5.54% 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.