NDVSX Mutual Fund

NAV$18.52

Returns Overview

1 Month
+5.83%
3 Months
+13.61%
6 Months
+15.13%
YTD
+13.95%
1 Year
+21.94%
3 Years (annualized)
+10.69%
5 Years (annualized)
+5.61%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.95%
Peer Avg (YTD)
+18.52%
vs Peers
-4.58%

NDVSX Mutual Fund Performance

NDVSX performance across multiple time periods: 1-month 5.83%, YTD 13.95%, 1-year 21.94%, 3-year 10.69%, 5-year 5.61%, 10-year 11.45%.

NDVSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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