NDARX Mutual Fund

NAV$16.34

Returns Overview

1 Month
-0.02%
3 Months
+7.42%
6 Months
+7.37%
YTD
+6.80%
1 Year
+15.23%
3 Years (annualized)
+14.11%
5 Years (annualized)
+7.97%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDARX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+6.80%
Peer Avg (YTD)
+5.87%
vs Peers
+0.94%

NDARX Mutual Fund Performance

NDARX performance across multiple time periods: 1-month -0.02%, YTD 6.80%, 1-year 15.23%, 3-year 14.11%, 5-year 7.97%, 10-year 8.36%.

NDARX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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