LDIXX Mutual Fund

LDIXX Mutual Fund

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Returns Overview

3 Months
+0.60%
6 Months
+1.20%
YTD
+2.39%
1 Year
+3.05%
3 Years (annualized)
+3.76%
5 Years (annualized)
+3.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDIXX 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
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📉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
ICE BofA USD 3M Dep OR CM Total Return USD(^ICEBAUDORCMTR)
This Mutual Fund (YTD)
+2.39%
Peer Avg (YTD)
+2.21%
vs Peers
+0.18%

LDIXX Mutual Fund Performance

LDIXX performance across multiple time periods: YTD 2.39%, 1-year 3.05%, 3-year 3.76%, 5-year 3.21%.

LDIXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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