LDCVX Mutual Fund

LDCVX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
+0.26%
3 Months
+0.48%
6 Months
+0.14%
YTD
+1.29%
1 Year
+2.90%
3 Years (annualized)
+4.27%
5 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDCVX 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
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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)
+1.29%
Peer Avg (YTD)
+2.15%
vs Peers
-0.86%

LDCVX Mutual Fund Performance

LDCVX performance across multiple time periods: 1-month 0.26%, YTD 1.29%, 1-year 2.90%, 3-year 4.27%, 5-year 2.24%.

LDCVX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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