NDVTX Mutual Fund

NDVTX Mutual Fund

NAV$17.20
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Returns Overview

3 Months
+4.74%
6 Months
+5.79%
YTD
+14.05%
1 Year
+12.38%
3 Years (annualized)
+10.62%
5 Years (annualized)
+5.49%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVTX 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
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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)
+14.05%
Peer Avg (YTD)
+15.20%
vs Peers
-1.15%

NDVTX Mutual Fund Performance

NDVTX performance across multiple time periods: YTD 14.05%, 1-year 12.38%, 3-year 10.62%, 5-year 5.49%, 10-year 10.71%.

NDVTX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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