NDVAX Mutual Fund

NDVAX Mutual Fund

NAV$18.24
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Returns Overview

1 Month
+5.33%
3 Months
-1.69%
6 Months
+2.53%
YTD
+10.90%
1 Year
+14.44%
3 Years (annualized)
+14.30%
5 Years (annualized)
+4.43%
10 Years (annualized)
+11.12%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.90%
Peer Avg (YTD)
+12.21%
vs Peers
-1.31%

NDVAX Mutual Fund Performance

NDVAX performance across multiple time periods: 1-month 5.33%, YTD 10.90%, 1-year 14.44%, 3-year 14.30%, 5-year 4.43%, 10-year 11.12%.

NDVAX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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