LDFVX Mutual Fund

LDFVX Mutual Fund

NAV$17.38
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Returns Overview

1 Month
+2.14%
3 Months
+2.79%
6 Months
+5.30%
YTD
+7.41%
1 Year
+18.72%
3 Years (annualized)
+16.43%
5 Years (annualized)
+11.46%
10 Years (annualized)
+11.03%

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)
+7.41%
Peer Avg (YTD)
+11.41%
vs Peers
-4.01%

LDFVX Mutual Fund Performance

LDFVX performance across multiple time periods: 1-month 2.14%, YTD 7.41%, 1-year 18.72%, 3-year 16.43%, 5-year 11.46%, 10-year 11.03%.

LDFVX returns trail the peer average of 11.41% 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.