LDFVX Mutual Fund

LDFVX Mutual Fund

NAV$17.33
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Returns Overview

1 Month
-0.45%
3 Months
+3.59%
6 Months
+3.53%
YTD
+6.92%
1 Year
+15.32%
3 Years (annualized)
+17.13%
5 Years (annualized)
+10.66%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDFVX 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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.92%
Peer Avg (YTD)
+12.44%
vs Peers
-5.52%

LDFVX Mutual Fund Performance

LDFVX performance across multiple time periods: 1-month -0.45%, YTD 6.92%, 1-year 15.32%, 3-year 17.13%, 5-year 10.66%, 10-year 10.87%.

LDFVX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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