LDLRX Mutual Fund

LDLRX Mutual Fund

NAV$3.84
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Returns Overview

1 Month
+0.11%
3 Months
+0.34%
6 Months
-0.32%
YTD
+0.79%
1 Year
+3.28%
3 Years (annualized)
+4.02%
5 Years (annualized)
+1.56%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLRX 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)
+0.79%
Peer Avg (YTD)
+0.12%
vs Peers
+0.67%

LDLRX Mutual Fund Performance

LDLRX performance across multiple time periods: 1-month 0.11%, YTD 0.79%, 1-year 3.28%, 3-year 4.02%, 5-year 1.56%, 10-year 2.00%.

LDLRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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