NDVVX Mutual Fund

NAV$19.12

Returns Overview

1 Month
+5.87%
3 Months
+13.78%
6 Months
+15.46%
YTD
+14.31%
1 Year
+22.67%
3 Years (annualized)
+19.29%
5 Years (annualized)
+10.73%
10 Years (annualized)
+13.90%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+14.31%
Peer Avg (YTD)
+18.52%
vs Peers
-4.21%

NDVVX Mutual Fund Performance

NDVVX performance across multiple time periods: 1-month 5.87%, YTD 14.31%, 1-year 22.67%, 3-year 19.29%, 5-year 10.73%, 10-year 13.90%.

NDVVX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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