LDLVX Mutual Fund

LDLVX Mutual Fund

NAV$3.81
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Returns Overview

1 Month
-0.10%
3 Months
+0.06%
6 Months
-0.13%
YTD
+1.13%
1 Year
+3.88%
3 Years (annualized)
+5.32%
5 Years (annualized)
+2.68%
10 Years (annualized)
+2.82%

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
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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)
+1.13%
Peer Avg (YTD)
+0.12%
vs Peers
+1.01%

LDLVX Mutual Fund Performance

LDLVX performance across multiple time periods: 1-month -0.10%, YTD 1.13%, 1-year 3.88%, 3-year 5.32%, 5-year 2.68%, 10-year 2.82%.

LDLVX returns outperform the peer average of 0.12% 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.