LIDOX Mutual Fund

NAV$12.33

Returns Overview

1 Month
+1.41%
3 Months
+11.37%
6 Months
+12.34%
YTD
+10.98%
1 Year
+26.92%
3 Years (annualized)
+20.86%
5 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIDOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+8.71%
vs Peers
+2.27%

LIDOX Mutual Fund Performance

LIDOX performance across multiple time periods: 1-month 1.41%, YTD 10.98%, 1-year 26.92%, 3-year 20.86%, 5-year 11.49%.

LIDOX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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