LDLAX Mutual Fund

NAV$3.85

Returns Overview

1 Month
-0.17%
3 Months
+0.17%
6 Months
-0.51%
YTD
-0.51%
1 Year
+1.20%
3 Years (annualized)
+3.91%
5 Years (annualized)
+1.29%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Corporate Bond Index(^IBML3YUCB)
This Mutual Fund (YTD)
-0.51%
Peer Avg (YTD)
+3.23%
vs Peers
-3.74%

LDLAX Mutual Fund Performance

LDLAX performance across multiple time periods: 1-month -0.17%, YTD -0.51%, 1-year 1.20%, 3-year 3.91%, 5-year 1.29%, 10-year 1.68%.

LDLAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

LDLAX performance comparison shows side-by-side returns with another fund. LDLAX alternatives are available in the Mutual Fund Screener.