NSDVX Mutual Fund

NAV$26.48

Returns Overview

1 Month
+5.45%
3 Months
+13.02%
6 Months
+21.75%
YTD
+21.35%
1 Year
+25.33%
3 Years (annualized)
+12.45%
5 Years (annualized)
+5.21%
10 Years (annualized)
+7.41%

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
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
Morningstar Small Value Index(^MSVL)
This Mutual Fund (YTD)
+21.35%
Peer Avg (YTD)
+18.52%
vs Peers
+2.82%

NSDVX Mutual Fund Performance

NSDVX performance across multiple time periods: 1-month 5.45%, YTD 21.35%, 1-year 25.33%, 3-year 12.45%, 5-year 5.21%, 10-year 7.41%.

NSDVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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