NDVVX Mutual Fund

NDVVX Mutual Fund

NAV$18.96
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Returns Overview

1 Month
-1.08%
3 Months
+4.38%
6 Months
+8.44%
YTD
+14.22%
1 Year
+20.38%
3 Years (annualized)
+9.59%
5 Years (annualized)
+6.41%
10 Years (annualized)
+10.55%

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)
+14.22%
Peer Avg (YTD)
+15.31%
vs Peers
-1.09%

NDVVX Mutual Fund Performance

NDVVX performance across multiple time periods: 1-month -1.08%, YTD 14.22%, 1-year 20.38%, 3-year 9.59%, 5-year 6.41%, 10-year 10.55%.

NDVVX returns trail the peer average of 15.31% 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.