LDVAX Mutual Fund

LDVAX Mutual Fund

NAV$26.66
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Returns Overview

1 Month
+1.62%
3 Months
+5.52%
6 Months
-4.64%
YTD
-13.07%
1 Year
-16.85%
3 Years (annualized)
+11.62%
5 Years (annualized)
-3.65%
10 Years (annualized)
+14.95%

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
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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
NASDAQ OTC Composite Index
This Mutual Fund (YTD)
-13.07%
Peer Avg (YTD)
+6.23%
vs Peers
-19.31%

LDVAX Mutual Fund Performance

LDVAX performance across multiple time periods: 1-month 1.62%, YTD -13.07%, 1-year -16.85%, 3-year 11.62%, 5-year -3.65%, 10-year 14.95%.

LDVAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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