NSDVX Mutual Fund

NSDVX Mutual Fund

NAV$25.70
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Returns Overview

1 Month
+0.47%
3 Months
+0.92%
6 Months
+8.23%
YTD
+22.79%
1 Year
+25.69%
3 Years (annualized)
+15.04%
5 Years (annualized)
+5.81%
10 Years (annualized)
+7.12%

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)
+22.79%
Peer Avg (YTD)
+12.21%
vs Peers
+10.58%

NSDVX Mutual Fund Performance

NSDVX performance across multiple time periods: 1-month 0.47%, YTD 22.79%, 1-year 25.69%, 3-year 15.04%, 5-year 5.81%, 10-year 7.12%.

NSDVX returns outperform the peer average of 12.21% 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.