LDMSX Mutual Fund

NAV$4.54

Returns Overview

1 Month
+0.22%
3 Months
+1.08%
6 Months
+6.46%
YTD
+0.44%
1 Year
+11.23%
3 Years (annualized)
+9.02%
5 Years (annualized)
+2.02%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDMSX 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)
+0.44%
Peer Avg (YTD)
+1.13%
vs Peers
-0.69%

LDMSX Mutual Fund Performance

LDMSX performance across multiple time periods: 1-month 0.22%, YTD 0.44%, 1-year 11.23%, 3-year 9.02%, 5-year 2.02%, 10-year 3.97%.

LDMSX returns trail the peer average of 1.13% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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