LDMIX Mutual Fund

LDMIX Mutual Fund

NAV$23.03
See how much of LDMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.22%
3 Months
+6.90%
6 Months
+14.94%
YTD
+25.13%
1 Year
+46.50%
3 Years (annualized)
+19.88%
5 Years (annualized)
+7.36%
10 Years (annualized)
+8.92%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+25.13%
Peer Avg (YTD)
+17.66%
vs Peers
+7.47%

LDMIX Mutual Fund Performance

LDMIX performance across multiple time periods: 1-month -5.22%, YTD 25.13%, 1-year 46.50%, 3-year 19.88%, 5-year 7.36%, 10-year 8.92%.

LDMIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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