LDLVX Mutual Fund

NAV$3.82

Returns Overview

1 Month
-0.52%
3 Months
-0.78%
6 Months
-1.80%
YTD
-1.80%
1 Year
+1.75%
3 Years (annualized)
+4.70%
5 Years (annualized)
+2.14%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLVX 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)
-1.80%
Peer Avg (YTD)
+3.23%
vs Peers
-5.03%

LDLVX Mutual Fund Performance

LDLVX performance across multiple time periods: 1-month -0.52%, YTD -1.80%, 1-year 1.75%, 3-year 4.70%, 5-year 2.14%, 10-year 1.02%.

LDLVX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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