LDLQX Mutual Fund

LDLQX Mutual Fund

NAV$3.84
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Returns Overview

1 Month
+0.11%
3 Months
+0.31%
6 Months
-0.35%
YTD
+0.73%
1 Year
+3.18%
3 Years (annualized)
+3.93%
5 Years (annualized)
+1.47%
10 Years (annualized)
+1.91%

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
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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)
+0.73%
Peer Avg (YTD)
+0.12%
vs Peers
+0.61%

LDLQX Mutual Fund Performance

LDLQX performance across multiple time periods: 1-month 0.11%, YTD 0.73%, 1-year 3.18%, 3-year 3.93%, 5-year 1.47%, 10-year 1.91%.

LDLQX returns outperform the peer average of 0.12% 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.