NSDVX Mutual Fund

NSDVX Mutual Fund

NAV$26.42
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Returns Overview

1 Month
+0.27%
3 Months
+7.24%
6 Months
+14.31%
YTD
+21.68%
1 Year
+26.53%
3 Years (annualized)
+10.01%
5 Years (annualized)
+5.37%
10 Years (annualized)
+6.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NSDVX 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
Morningstar Small Value Index(^MSVL)
This Mutual Fund (YTD)
+21.68%
Peer Avg (YTD)
+15.31%
vs Peers
+6.37%

NSDVX Mutual Fund Performance

NSDVX performance across multiple time periods: 1-month 0.27%, YTD 21.68%, 1-year 26.53%, 3-year 10.01%, 5-year 5.37%, 10-year 6.95%.

NSDVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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