LIDAX Mutual Fund

LIDAX Mutual Fund

NAV$11.79
See how much of LIDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.11%
3 Months
-3.00%
6 Months
+5.61%
YTD
+11.54%
1 Year
+20.79%
3 Years (annualized)
+23.24%
5 Years (annualized)
+11.22%
10 Years (annualized)
+8.85%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+11.54%
Peer Avg (YTD)
+10.38%
vs Peers
+1.16%

LIDAX Mutual Fund Performance

LIDAX performance across multiple time periods: 1-month -1.11%, YTD 11.54%, 1-year 20.79%, 3-year 23.24%, 5-year 11.22%, 10-year 8.85%.

LIDAX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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