NDVUX Mutual Fund

NDVUX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
-1.08%
3 Months
+4.39%
6 Months
+8.45%
YTD
+14.18%
1 Year
+20.26%
3 Years (annualized)
+9.51%
5 Years (annualized)
+6.02%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVUX 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
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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)
+14.18%
Peer Avg (YTD)
+15.31%
vs Peers
-1.13%

NDVUX Mutual Fund Performance

NDVUX performance across multiple time periods: 1-month -1.08%, YTD 14.18%, 1-year 20.26%, 3-year 9.51%, 5-year 6.02%, 10-year 10.24%.

NDVUX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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