NDVUX Mutual Fund

NAV$19.11

Returns Overview

1 Month
+5.88%
3 Months
+13.81%
6 Months
+15.43%
YTD
+14.28%
1 Year
+22.55%
3 Years (annualized)
+11.28%
5 Years (annualized)
+6.15%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVUX 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)
+14.28%
Peer Avg (YTD)
+18.52%
vs Peers
-4.25%

NDVUX Mutual Fund Performance

NDVUX performance across multiple time periods: 1-month 5.88%, YTD 14.28%, 1-year 22.55%, 3-year 11.28%, 5-year 6.15%, 10-year 10.86%.

NDVUX 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.

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