LDMOX Mutual Fund

NAV$21.49

Returns Overview

1 Month
-5.87%
3 Months
+4.57%
6 Months
+12.81%
YTD
+18.93%
1 Year
+56.48%
3 Years (annualized)
+24.25%
5 Years (annualized)
+6.64%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDMOX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+18.93%
Peer Avg (YTD)
+23.08%
vs Peers
-4.15%

LDMOX Mutual Fund Performance

LDMOX performance across multiple time periods: 1-month -5.87%, YTD 18.93%, 1-year 56.48%, 3-year 24.25%, 5-year 6.64%, 10-year 9.56%.

LDMOX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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