NDVSX Mutual Fund

NDVSX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
+5.29%
3 Months
-1.78%
6 Months
+2.39%
YTD
+11.83%
1 Year
+14.17%
3 Years (annualized)
+14.01%
5 Years (annualized)
+4.20%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVSX 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)
+11.83%
Peer Avg (YTD)
+14.00%
vs Peers
-2.17%

NDVSX Mutual Fund Performance

NDVSX performance across multiple time periods: 1-month 5.29%, YTD 11.83%, 1-year 14.17%, 3-year 14.01%, 5-year 4.20%, 10-year 10.65%.

NDVSX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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