LDVCX Mutual Fund

LDVCX Mutual Fund

NAV$26.02
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Returns Overview

1 Month
+13.69%
3 Months
+5.64%
6 Months
+19.28%
YTD
-1.58%
1 Year
-4.64%
3 Years (annualized)
+16.70%
5 Years (annualized)
-2.84%
10 Years (annualized)
+15.37%

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
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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)
-1.58%
Peer Avg (YTD)
+8.51%
vs Peers
-10.09%

LDVCX Mutual Fund Performance

LDVCX performance across multiple time periods: 1-month 13.69%, YTD -1.58%, 1-year -4.64%, 3-year 16.70%, 5-year -2.84%, 10-year 15.37%.

LDVCX returns trail the peer average of 8.51% YTD. With an expense ratio of 2.51%, investors should weigh costs against performance when evaluating this mutual fund.

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