LCDVX Mutual Fund

NAV$13.62

Returns Overview

3 Months
+0.14%
6 Months
+2.61%
YTD
+0.07%
1 Year
+6.65%
3 Years (annualized)
+6.22%
5 Years (annualized)
+1.97%
10 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LCDVX 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
JP Morgan CEMBI BD Index(JPMCEMBIBDI)
This Mutual Fund (YTD)
+0.07%
Peer Avg (YTD)
+1.13%
vs Peers
-1.06%

LCDVX Mutual Fund Performance

LCDVX performance across multiple time periods: YTD 0.07%, 1-year 6.65%, 3-year 6.22%, 5-year 1.97%, 10-year 2.49%.

LCDVX returns trail the peer average of 1.13% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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