LODI ETF

$25.20

Returns Overview

1 Month
+0.65%
3 Months
+1.76%
6 Months
+3.37%
YTD
+0.60%
1 Year
+6.40%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LODI 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

+0.65%

3 Months Performance

+1.76%

6 Months Performance

+3.37%

1 Year Performance

+6.40%

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government/Credit Bond Index(I30672US)
This ETF (YTD)
+0.60%
Peer Avg (YTD)
+0.23%
vs Peers
+0.37%

LODI ETF Performance

LODI performance across multiple time periods: 1-month 0.65%, YTD 0.60%, 1-year 6.40%.

LODI returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

LODI performance comparison shows side-by-side returns with another fund. LODI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.65%N/A
3 Months+1.76%N/A
6 Months+3.37%N/A
1 Year+6.40%N/A

All returns shown are total returns, not annualized