LIDFX Mutual Fund

LIDFX Mutual Fund

NAV$11.75
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Returns Overview

1 Month
+0.66%
3 Months
+5.97%
6 Months
+6.39%
YTD
+17.30%
1 Year
+29.10%
3 Years (annualized)
+22.26%
5 Years (annualized)
+12.13%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIDFX 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
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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)
+17.30%
Peer Avg (YTD)
+12.12%
vs Peers
+5.18%

LIDFX Mutual Fund Performance

LIDFX performance across multiple time periods: 1-month 0.66%, YTD 17.30%, 1-year 29.10%, 3-year 22.26%, 5-year 12.13%, 10-year 9.36%.

LIDFX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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