NTDSX Mutual Fund

NAV$16.39

Returns Overview

1 Month
-0.36%
3 Months
+12.99%
6 Months
+10.81%
YTD
+10.12%
1 Year
+21.48%
3 Years (annualized)
+17.01%
5 Years (annualized)
+8.76%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTDSX 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)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+7.64%
vs Peers
+2.48%

NTDSX Mutual Fund Performance

NTDSX performance across multiple time periods: 1-month -0.36%, YTD 10.12%, 1-year 21.48%, 3-year 17.01%, 5-year 8.76%, 10-year 11.01%.

NTDSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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