LDVIX Mutual Fund

NAV$27.17

Returns Overview

1 Month
-8.44%
3 Months
+9.71%
6 Months
-14.36%
YTD
-14.36%
1 Year
-18.55%
3 Years (annualized)
+14.08%
5 Years (annualized)
-2.98%
10 Years (annualized)
+17.86%

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
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)
-14.36%
Peer Avg (YTD)
+8.97%
vs Peers
-23.33%

LDVIX Mutual Fund Performance

LDVIX performance across multiple time periods: 1-month -8.44%, YTD -14.36%, 1-year -18.55%, 3-year 14.08%, 5-year -2.98%, 10-year 17.86%.

LDVIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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