NDVIX Mutual Fund

NAV$19.14

Returns Overview

1 Month
-1.29%
3 Months
+5.63%
6 Months
+7.05%
YTD
+12.65%
1 Year
+22.55%
3 Years (annualized)
+11.27%
5 Years (annualized)
+6.11%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.65%
Peer Avg (YTD)
+18.52%
vs Peers
-5.87%

NDVIX Mutual Fund Performance

NDVIX performance across multiple time periods: 1-month -1.29%, YTD 12.65%, 1-year 22.55%, 3-year 11.27%, 5-year 6.11%, 10-year 11.44%.

NDVIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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