LDCRX Mutual Fund

LDCRX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
+0.01%
3 Months
+0.01%
6 Months
-0.32%
YTD
+0.69%
1 Year
+3.00%
3 Years (annualized)
+3.85%
5 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDCRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+0.12%
vs Peers
+0.57%

LDCRX Mutual Fund Performance

LDCRX performance across multiple time periods: 1-month 0.01%, YTD 0.69%, 1-year 3.00%, 3-year 3.85%, 5-year 1.67%.

LDCRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

LDCRX vs another fund shows side-by-side returns. LDCRX alternatives are available in the Mutual Fund Screener.