NDVAX Mutual Fund

NAV$18.76

Returns Overview

1 Month
+5.86%
3 Months
+13.72%
6 Months
+15.29%
YTD
+14.12%
1 Year
+22.22%
3 Years (annualized)
+10.99%
5 Years (annualized)
+5.84%
10 Years (annualized)
+11.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+14.12%
Peer Avg (YTD)
+18.52%
vs Peers
-4.40%

NDVAX Mutual Fund Performance

NDVAX performance across multiple time periods: 1-month 5.86%, YTD 14.12%, 1-year 22.22%, 3-year 10.99%, 5-year 5.84%, 10-year 11.89%.

NDVAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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