LIDPX Mutual Fund

LIDPX Mutual Fund

NAV$19.89
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Returns Overview

1 Month
+1.51%
3 Months
+0.63%
6 Months
+3.57%
YTD
+6.85%
1 Year
+11.51%
3 Years (annualized)
+11.88%
5 Years (annualized)
+5.02%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIDPX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+8.76%
vs Peers
-1.91%

LIDPX Mutual Fund Performance

LIDPX performance across multiple time periods: 1-month 1.51%, YTD 6.85%, 1-year 11.51%, 3-year 11.88%, 5-year 5.02%, 10-year 7.52%.

LIDPX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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