NDARX Mutual Fund

NDARX Mutual Fund

NAV$15.89
See how much of NDARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.93%
3 Months
-1.54%
6 Months
+5.76%
YTD
+5.15%
1 Year
+8.73%
3 Years (annualized)
+14.57%
5 Years (annualized)
+7.84%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDARX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+4.96%
vs Peers
+0.19%

NDARX Mutual Fund Performance

NDARX performance across multiple time periods: 1-month -2.93%, YTD 5.15%, 1-year 8.73%, 3-year 14.57%, 5-year 7.84%, 10-year 8.37%.

NDARX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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