NDAA
+1.02 · +4.81%
$22.29 · NASDAQ

Ned Davis Research 360 Dynamic Allocation ETF (NDAA) ETF Analysis | Moderate Allocation

Ned Davis Research · USA
AUM:$3.0M
#– of – in Moderate Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.1% over the past year, showing positive momentum.

What is NDAA?

The fund is an actively managed exchange-traded fund ("ETF") that primarily invests in passively managed ETFs, including affiliated ETFs that use the sub-adviser"s models or indices. The underlying ETFs principally invest in equity securities,bonds (both long- and short-term),commodities and money markets.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
NDAA delivered 17.1% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.
Income Component
Current yield of 2.62% — modest income alongside capital growth potential.
ETF Information
AUM$3.0M
Expense Ratio0.00%
Dividend Yield2.62%
Holdings10
Inception DateOct 2024
Domicile–
Distribution–
Index–
ProviderNed Davis Research
Beta–
CategoryModerate Allocation
CurrencyUSD
Portfolio Impact

How would NDAA affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.8%
1Y
+18.8%
3Y
+26.3%
5Y
+26.3%
OpenBook InsightIf you had invested £10,000 in NDAA 5 years ago, it would have grown to £12,630 — a gain of £2,630.

Annual Returns

Calendar year performance

NDAA delivered positive returns in 2 of the last 3 calendar years.
YearNDAA
2026 YTD+11.5%
2025+14.1%
2024-1.2%
CAGR 2yr+6.2%
2/3 positive yearsAvg return: +8.1%Worst year: -1.2% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.4%
Low
Momentum
+3.1%
30-day change
Support Level
24.00
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.