LDMIX Mutual Fund

LDMIX Mutual Fund

NAV$22.86
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Returns Overview

1 Month
+3.56%
3 Months
-1.97%
6 Months
+13.78%
YTD
+29.60%
1 Year
+44.54%
3 Years (annualized)
+24.34%
5 Years (annualized)
+7.94%
10 Years (annualized)
+9.03%

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
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📉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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+29.60%
Peer Avg (YTD)
+20.14%
vs Peers
+9.46%

LDMIX Mutual Fund Performance

LDMIX performance across multiple time periods: 1-month 3.56%, YTD 29.60%, 1-year 44.54%, 3-year 24.34%, 5-year 7.94%, 10-year 9.03%.

LDMIX returns outperform the peer average of 20.14% 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.