LDMOX Mutual Fund

LDMOX Mutual Fund

NAV$19.85
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Returns Overview

1 Month
-11.19%
3 Months
-9.04%
6 Months
-2.86%
YTD
+10.69%
1 Year
+13.57%
3 Years (annualized)
+22.12%
5 Years (annualized)
+5.74%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDMOX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+10.69%
Peer Avg (YTD)
+9.82%
vs Peers
+0.87%

LDMOX Mutual Fund Performance

LDMOX performance across multiple time periods: 1-month -11.19%, YTD 10.69%, 1-year 13.57%, 3-year 22.12%, 5-year 5.74%, 10-year 7.05%.

LDMOX returns outperform the peer average of 9.82% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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