LDLKX Mutual Fund

LDLKX Mutual Fund

NAV$3.84
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Returns Overview

1 Month
-0.12%
3 Months
+0.01%
6 Months
-0.24%
YTD
+0.94%
1 Year
+3.54%
3 Years (annualized)
+4.15%
5 Years (annualized)
+1.78%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLKX 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
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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)
+0.94%
Peer Avg (YTD)
+0.12%
vs Peers
+0.82%

LDLKX Mutual Fund Performance

LDLKX performance across multiple time periods: 1-month -0.12%, YTD 0.94%, 1-year 3.54%, 3-year 4.15%, 5-year 1.78%, 10-year 2.53%.

LDLKX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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