LDFVX Mutual Fund

NAV$18.07

Returns Overview

1 Month
+1.88%
3 Months
+6.85%
6 Months
+6.00%
YTD
+5.16%
1 Year
+26.66%
3 Years (annualized)
+19.92%
5 Years (annualized)
+11.85%
10 Years (annualized)
+11.38%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.16%
Peer Avg (YTD)
+9.49%
vs Peers
-4.33%

LDFVX Mutual Fund Performance

LDFVX performance across multiple time periods: 1-month 1.88%, YTD 5.16%, 1-year 26.66%, 3-year 19.92%, 5-year 11.85%, 10-year 11.38%.

LDFVX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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