NDGIX Mutual Fund

NAV$25.09
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Returns Overview

1 Month
+3.78%
3 Months
+6.42%
6 Months
+20.72%
YTD
+21.81%
1 Year
+19.47%
3 Years (annualized)
+21.78%
5 Years (annualized)
+15.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDGIX 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
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📉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

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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)
+21.81%
Peer Avg (YTD)
+11.29%
vs Peers
+10.53%

NDGIX Mutual Fund Performance

NDGIX performance across multiple time periods: 1-month 3.78%, YTD 21.81%, 1-year 19.47%, 3-year 21.78%, 5-year 15.46%.

NDGIX returns outperform the peer average of 11.29% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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