NDVAX Mutual Fund

NDVAX Mutual Fund

NAV$17.25
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Returns Overview

1 Month
-6.72%
3 Months
-7.74%
6 Months
+4.91%
YTD
+5.29%
1 Year
+6.45%
3 Years (annualized)
+10.61%
5 Years (annualized)
+5.44%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NDVAX 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)
+5.29%
Peer Avg (YTD)
+10.34%
vs Peers
-5.06%

NDVAX Mutual Fund Performance

NDVAX performance across multiple time periods: 1-month -6.72%, YTD 5.29%, 1-year 6.45%, 3-year 10.61%, 5-year 5.44%, 10-year 11.16%.

NDVAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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