NDCAX Mutual Fund

NDCAX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
+0.90%
3 Months
-0.29%
6 Months
+0.34%
YTD
+2.03%
1 Year
+2.94%
3 Years (annualized)
+7.10%
5 Years (annualized)
+1.57%
10 Years (annualized)
+3.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDCAX 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 CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+3.02%
vs Peers
-0.98%

NDCAX Mutual Fund Performance

NDCAX performance across multiple time periods: 1-month 0.90%, YTD 2.03%, 1-year 2.94%, 3-year 7.10%, 5-year 1.57%, 10-year 3.32%.

NDCAX returns trail the peer average of 3.02% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

NDCAX vs another fund shows side-by-side returns. NDCAX alternatives are available in the Mutual Fund Screener.