LDMYX Mutual Fund

NAV$4.53

Returns Overview

1 Month
+0.22%
3 Months
+1.10%
6 Months
+6.53%
YTD
+0.44%
1 Year
+11.44%
3 Years (annualized)
+9.26%
5 Years (annualized)
+2.31%
10 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDMYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

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%

LDMYX Mutual Fund Performance

LDMYX performance across multiple time periods: 1-month 0.22%, YTD 0.44%, 1-year 11.44%, 3-year 9.26%, 5-year 2.31%, 10-year 4.30%.

LDMYX returns trail the peer average of 1.13% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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