NTDAX Mutual Fund

NTDAX Mutual Fund

NAV$15.55
See how much of NTDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.51%
3 Months
-0.70%
6 Months
+3.25%
YTD
+9.45%
1 Year
+11.72%
3 Years (annualized)
+19.28%
5 Years (annualized)
+7.69%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTDAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+9.45%
Peer Avg (YTD)
+14.77%
vs Peers
-5.32%

NTDAX Mutual Fund Performance

NTDAX performance across multiple time periods: 1-month -1.51%, YTD 9.45%, 1-year 11.72%, 3-year 19.28%, 5-year 7.69%, 10-year 10.42%.

NTDAX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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