NDGAX Mutual Fund

NAV$25.73

Returns Overview

1 Month
+3.78%
3 Months
+6.37%
6 Months
+20.52%
YTD
+21.49%
1 Year
+19.08%
3 Years (annualized)
+21.37%
5 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDGAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.49%
Peer Avg (YTD)
+11.29%
vs Peers
+10.21%

NDGAX Mutual Fund Performance

NDGAX performance across multiple time periods: 1-month 3.78%, YTD 21.49%, 1-year 19.08%, 3-year 21.37%, 5-year 15.07%.

NDGAX returns outperform the peer average of 11.29% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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