LDLQX Mutual Fund

LDLQX Mutual Fund

NAV$3.79
See how much of LDLQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.37%
3 Months
+0.32%
6 Months
+0.02%
YTD
+1.11%
1 Year
+2.62%
3 Years (annualized)
+3.94%
5 Years (annualized)
+1.57%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLQX 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

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)
+1.11%
Peer Avg (YTD)
+2.15%
vs Peers
-1.04%

LDLQX Mutual Fund Performance

LDLQX performance across multiple time periods: 1-month 0.37%, YTD 1.11%, 1-year 2.62%, 3-year 3.94%, 5-year 1.57%, 10-year 1.94%.

LDLQX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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