LDMIX Mutual Fund

NAV$22.51

Returns Overview

1 Month
-0.13%
3 Months
+30.40%
6 Months
+32.02%
YTD
+28.60%
1 Year
+56.92%
3 Years (annualized)
+24.57%
5 Years (annualized)
+6.92%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDMIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+28.60%
Peer Avg (YTD)
+23.08%
vs Peers
+5.53%

LDMIX Mutual Fund Performance

LDMIX performance across multiple time periods: 1-month -0.13%, YTD 28.60%, 1-year 56.92%, 3-year 24.57%, 5-year 6.92%, 10-year 9.89%.

LDMIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

LDMIX performance comparison shows side-by-side returns with another fund. LDMIX alternatives are available in the Mutual Fund Screener.