NDVVX Mutual Fund

NDVVX Mutual Fund

NAV$18.43
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Returns Overview

1 Month
+5.34%
3 Months
-1.61%
6 Months
+2.70%
YTD
+12.38%
1 Year
+14.90%
3 Years (annualized)
+14.69%
5 Years (annualized)
+5.12%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVVX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.38%
Peer Avg (YTD)
+14.00%
vs Peers
-1.62%

NDVVX Mutual Fund Performance

NDVVX performance across multiple time periods: 1-month 5.34%, YTD 12.38%, 1-year 14.90%, 3-year 14.69%, 5-year 5.12%, 10-year 10.40%.

NDVVX returns trail the peer average of 14.00% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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