LIDAX Mutual Fund

LIDAX Mutual Fund

NAV$12.27
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Returns Overview

1 Month
+1.36%
3 Months
+11.25%
6 Months
+12.16%
YTD
+10.79%
1 Year
+26.36%
3 Years (annualized)
+20.48%
5 Years (annualized)
+11.12%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIDAX 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
MSCI EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+8.71%
vs Peers
+2.08%

LIDAX Mutual Fund Performance

LIDAX performance across multiple time periods: 1-month 1.36%, YTD 10.79%, 1-year 26.36%, 3-year 20.48%, 5-year 11.12%, 10-year 9.02%.

LIDAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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