NDVCX Mutual Fund

NAV$16.85

Returns Overview

1 Month
+5.78%
3 Months
+13.45%
6 Months
+14.87%
YTD
+13.67%
1 Year
+21.29%
3 Years (annualized)
+10.09%
5 Years (annualized)
+6.75%
10 Years (annualized)
+12.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVCX 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)
+13.67%
Peer Avg (YTD)
+18.52%
vs Peers
-4.86%

NDVCX Mutual Fund Performance

NDVCX performance across multiple time periods: 1-month 5.78%, YTD 13.67%, 1-year 21.29%, 3-year 10.09%, 5-year 6.75%, 10-year 12.75%.

NDVCX 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.

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