LDLKX Mutual Fund

NAV$3.83

Returns Overview

1 Month
-0.26%
3 Months
-0.78%
6 Months
-1.79%
YTD
-1.79%
1 Year
+1.81%
3 Years (annualized)
+4.41%
5 Years (annualized)
+1.85%
10 Years (annualized)
+0.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLKX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Corporate Bond Index(^IBML3YUCB)
This Mutual Fund (YTD)
-1.79%
Peer Avg (YTD)
+3.23%
vs Peers
-5.02%

LDLKX Mutual Fund Performance

LDLKX performance across multiple time periods: 1-month -0.26%, YTD -1.79%, 1-year 1.81%, 3-year 4.41%, 5-year 1.85%, 10-year 0.85%.

LDLKX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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