NDCSX Mutual Fund

NDCSX Mutual Fund

NAV$10.39
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Returns Overview

1 Month
-0.77%
3 Months
+0.61%
6 Months
+1.49%
YTD
+2.29%
1 Year
+6.64%
3 Years (annualized)
+6.00%
5 Years (annualized)
+1.92%
10 Years (annualized)
+3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDCSX 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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.29%
Peer Avg (YTD)
+3.39%
vs Peers
-1.10%

NDCSX Mutual Fund Performance

NDCSX performance across multiple time periods: 1-month -0.77%, YTD 2.29%, 1-year 6.64%, 3-year 6.00%, 5-year 1.92%, 10-year 3.39%.

NDCSX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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