LDLVX Mutual Fund

LDLVX Mutual Fund

NAV$3.80
See how much of LDLVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.26%
3 Months
+0.07%
6 Months
+0.13%
YTD
-0.06%
1 Year
+0.37%
3 Years (annualized)
+3.61%
5 Years (annualized)
+1.39%
10 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLVX 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)
-0.06%
Peer Avg (YTD)
+1.93%
vs Peers
-1.98%

LDLVX Mutual Fund Performance

LDLVX performance across multiple time periods: 1-month 0.26%, YTD -0.06%, 1-year 0.37%, 3-year 3.61%, 5-year 1.39%, 10-year 0.91%.

LDLVX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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