NDVVX Mutual Fund

NDVVX Mutual Fund

NAV$17.73
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Returns Overview

1 Month
+0.05%
3 Months
+4.78%
6 Months
+5.93%
YTD
+14.28%
1 Year
+12.77%
3 Years (annualized)
+10.98%
5 Years (annualized)
+6.14%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVVX 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)
+14.28%
Peer Avg (YTD)
+15.20%
vs Peers
-0.92%

NDVVX Mutual Fund Performance

NDVVX performance across multiple time periods: 1-month 0.05%, YTD 14.28%, 1-year 12.77%, 3-year 10.98%, 5-year 6.14%, 10-year 10.45%.

NDVVX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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