NDVBX Mutual Fund

NAV$17.17

Returns Overview

1 Month
+5.84%
3 Months
+13.48%
6 Months
+14.89%
YTD
+13.70%
1 Year
+21.31%
3 Years (annualized)
+10.13%
5 Years (annualized)
+5.03%
10 Years (annualized)
+9.76%

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
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)
+13.70%
Peer Avg (YTD)
+18.52%
vs Peers
-4.82%

NDVBX Mutual Fund Performance

NDVBX performance across multiple time periods: 1-month 5.84%, YTD 13.70%, 1-year 21.31%, 3-year 10.13%, 5-year 5.03%, 10-year 9.76%.

NDVBX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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