NDVBX Mutual Fund

NDVBX Mutual Fund

NAV$16.31
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Returns Overview

1 Month
-1.19%
3 Months
+4.13%
6 Months
+7.88%
YTD
+13.52%
1 Year
+19.09%
3 Years (annualized)
+8.40%
5 Years (annualized)
+5.25%
10 Years (annualized)
+9.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVBX 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)
+13.52%
Peer Avg (YTD)
+15.31%
vs Peers
-1.79%

NDVBX Mutual Fund Performance

NDVBX performance across multiple time periods: 1-month -1.19%, YTD 13.52%, 1-year 19.09%, 3-year 8.40%, 5-year 5.25%, 10-year 9.34%.

NDVBX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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