LDMRX Mutual Fund

NAV$4.53

Returns Overview

1 Month
+0.44%
3 Months
+1.06%
6 Months
+6.40%
YTD
+0.67%
1 Year
+11.02%
3 Years (annualized)
+8.77%
5 Years (annualized)
+1.82%
10 Years (annualized)
+3.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDMRX 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
JP Morgan CEMBI Global Diversified High Yield Index (USD)
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+1.13%
vs Peers
-0.47%

LDMRX Mutual Fund Performance

LDMRX performance across multiple time periods: 1-month 0.44%, YTD 0.67%, 1-year 11.02%, 3-year 8.77%, 5-year 1.82%, 10-year 3.79%.

LDMRX returns trail the peer average of 1.13% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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