LDVAX Mutual Fund

NAV$26.54

Returns Overview

1 Month
-8.44%
3 Months
+9.60%
6 Months
-14.46%
YTD
-14.46%
1 Year
-18.76%
3 Years (annualized)
+13.81%
5 Years (annualized)
-3.21%
10 Years (annualized)
+17.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDVAX 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
NASDAQ OTC Composite Index
This Mutual Fund (YTD)
-14.46%
Peer Avg (YTD)
+8.97%
vs Peers
-23.43%

LDVAX Mutual Fund Performance

LDVAX performance across multiple time periods: 1-month -8.44%, YTD -14.46%, 1-year -18.76%, 3-year 13.81%, 5-year -3.21%, 10-year 17.84%.

LDVAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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