NDCRX Mutual Fund

NDCRX Mutual Fund

NAV$15.83
See how much of NDCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.00%
3 Months
-1.73%
6 Months
+5.39%
YTD
+4.62%
1 Year
+7.96%
3 Years (annualized)
+13.76%
5 Years (annualized)
+7.05%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDCRX 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)
+4.62%
Peer Avg (YTD)
+4.96%
vs Peers
-0.34%

NDCRX Mutual Fund Performance

NDCRX performance across multiple time periods: 1-month -3.00%, YTD 4.62%, 1-year 7.96%, 3-year 13.76%, 5-year 7.05%, 10-year 7.59%.

NDCRX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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