NDGCX Mutual Fund

NDGCX Mutual Fund

NAV$25.38
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Returns Overview

1 Month
+3.79%
3 Months
+6.33%
6 Months
+20.29%
YTD
+21.04%
1 Year
+20.37%
3 Years (annualized)
+21.23%
5 Years (annualized)
+15.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDGCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.04%
Peer Avg (YTD)
+11.29%
vs Peers
+9.75%

NDGCX Mutual Fund Performance

NDGCX performance across multiple time periods: 1-month 3.79%, YTD 21.04%, 1-year 20.37%, 3-year 21.23%, 5-year 15.26%.

NDGCX returns outperform the peer average of 11.29% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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