LDLFX Mutual Fund

LDLFX Mutual Fund

NAV$3.83
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Returns Overview

1 Month
-0.11%
3 Months
+0.03%
6 Months
-0.19%
YTD
+1.02%
1 Year
+3.69%
3 Years (annualized)
+4.28%
5 Years (annualized)
+1.84%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLFX 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
ICE Bank of America Merrill Lynch 1-3 Year US Corporate Bond Index(^IBML3YUCB)
This Mutual Fund (YTD)
+1.02%
Peer Avg (YTD)
+0.12%
vs Peers
+0.90%

LDLFX Mutual Fund Performance

LDLFX performance across multiple time periods: 1-month -0.11%, YTD 1.02%, 1-year 3.69%, 3-year 4.28%, 5-year 1.84%, 10-year 2.34%.

LDLFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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