NDCSX Mutual Fund

NDCSX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+0.88%
3 Months
+0.32%
6 Months
+0.99%
YTD
+3.19%
1 Year
+6.19%
3 Years (annualized)
+6.61%
5 Years (annualized)
+1.99%
10 Years (annualized)
+3.47%

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)
+3.19%
Peer Avg (YTD)
+3.78%
vs Peers
-0.59%

NDCSX Mutual Fund Performance

NDCSX performance across multiple time periods: 1-month 0.88%, YTD 3.19%, 1-year 6.19%, 3-year 6.61%, 5-year 1.99%, 10-year 3.47%.

NDCSX returns trail the peer average of 3.78% 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.