NTDCX Mutual Fund

Returns Overview

1 Month
-4.38%
3 Months
+1.90%
6 Months
+0.06%
YTD
+10.80%
1 Year
-3.88%
3 Years (annualized)
+6.20%
5 Years (annualized)
+4.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTDCX 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
S&P Target Date 2055 Index(SPTGT55T)

NTDCX Mutual Fund Performance

NTDCX performance across multiple time periods: 1-month -4.38%, YTD 10.80%, 1-year -3.88%, 3-year 6.20%, 5-year 4.10%.

NTDCX returns can be compared against peers and benchmarks. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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