LDLRX Mutual Fund

NAV$3.83

Returns Overview

1 Month
-0.15%
3 Months
+0.22%
6 Months
-0.43%
YTD
-0.43%
1 Year
+1.40%
3 Years (annualized)
+4.19%
5 Years (annualized)
+1.57%
10 Years (annualized)
+2.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Corporate Bond Index(^IBML3YUCB)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+3.23%
vs Peers
-3.66%

LDLRX Mutual Fund Performance

LDLRX performance across multiple time periods: 1-month -0.15%, YTD -0.43%, 1-year 1.40%, 3-year 4.19%, 5-year 1.57%, 10-year 2.02%.

LDLRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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