LDLRX Mutual Fund

LDLRX Mutual Fund

NAV$3.80
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Returns Overview

1 Month
+0.53%
3 Months
-0.02%
6 Months
-0.06%
YTD
-0.34%
1 Year
+0.04%
3 Years (annualized)
+3.22%
5 Years (annualized)
+0.98%
10 Years (annualized)
+1.49%

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)
-0.34%
Peer Avg (YTD)
+1.93%
vs Peers
-2.27%

LDLRX Mutual Fund Performance

LDLRX performance across multiple time periods: 1-month 0.53%, YTD -0.34%, 1-year 0.04%, 3-year 3.22%, 5-year 0.98%, 10-year 1.49%.

LDLRX returns trail the peer average of 1.93% 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.