NDCAX Mutual Fund

NDCAX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
-2.04%
3 Months
-1.95%
6 Months
+1.84%
YTD
+1.13%
1 Year
+2.93%
3 Years (annualized)
+6.72%
5 Years (annualized)
+2.09%
10 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDCAX 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
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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
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+2.46%
vs Peers
-1.33%

NDCAX Mutual Fund Performance

NDCAX performance across multiple time periods: 1-month -2.04%, YTD 1.13%, 1-year 2.93%, 3-year 6.72%, 5-year 2.09%, 10-year 3.57%.

NDCAX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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