NDVRX Mutual Fund

NAV$16.91

Returns Overview

1 Month
+5.76%
3 Months
+13.47%
6 Months
+14.81%
YTD
+13.69%
1 Year
+21.26%
3 Years (annualized)
+10.10%
5 Years (annualized)
+5.06%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.69%
Peer Avg (YTD)
+18.52%
vs Peers
-4.83%

NDVRX Mutual Fund Performance

NDVRX performance across multiple time periods: 1-month 5.76%, YTD 13.69%, 1-year 21.26%, 3-year 10.10%, 5-year 5.06%, 10-year 9.77%.

NDVRX 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.

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