LDVIX Mutual Fund

LDVIX Mutual Fund

NAV$29.12
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Returns Overview

1 Month
+13.82%
3 Months
+5.91%
6 Months
+19.90%
YTD
-0.94%
1 Year
-3.68%
3 Years (annualized)
+17.88%
5 Years (annualized)
-1.86%
10 Years (annualized)
+14.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDVIX 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)
-0.94%
Peer Avg (YTD)
+8.51%
vs Peers
-9.45%

LDVIX Mutual Fund Performance

LDVIX performance across multiple time periods: 1-month 13.82%, YTD -0.94%, 1-year -3.68%, 3-year 17.88%, 5-year -1.86%, 10-year 14.12%.

LDVIX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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