LDVCX Mutual Fund

NAV$23.63

Returns Overview

1 Month
-8.50%
3 Months
+9.42%
6 Months
-14.75%
YTD
-14.75%
1 Year
-19.36%
3 Years (annualized)
+12.97%
5 Years (annualized)
-3.94%
10 Years (annualized)
+15.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDVCX 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)
-14.75%
Peer Avg (YTD)
+8.97%
vs Peers
-23.72%

LDVCX Mutual Fund Performance

LDVCX performance across multiple time periods: 1-month -8.50%, YTD -14.75%, 1-year -19.36%, 3-year 12.97%, 5-year -3.94%, 10-year 15.31%.

LDVCX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

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