LDLVX Mutual Fund

LDLVX Mutual Fund

NAV$3.78
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Returns Overview

1 Month
+0.43%
3 Months
+0.49%
6 Months
+0.30%
YTD
+1.56%
1 Year
+3.32%
3 Years (annualized)
+4.44%
5 Years (annualized)
+2.17%
10 Years (annualized)
+1.05%

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
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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)
+1.56%
Peer Avg (YTD)
+2.15%
vs Peers
-0.59%

LDLVX Mutual Fund Performance

LDLVX performance across multiple time periods: 1-month 0.43%, YTD 1.56%, 1-year 3.32%, 3-year 4.44%, 5-year 2.17%, 10-year 1.05%.

LDLVX returns trail the peer average of 2.15% 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.