LIDRX Mutual Fund

LIDRX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
+0.65%
3 Months
+5.82%
6 Months
+6.08%
YTD
+16.96%
1 Year
+28.44%
3 Years (annualized)
+21.70%
5 Years (annualized)
+11.76%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIDRX 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)
+16.96%
Peer Avg (YTD)
+12.12%
vs Peers
+4.84%

LIDRX Mutual Fund Performance

LIDRX performance across multiple time periods: 1-month 0.65%, YTD 16.96%, 1-year 28.44%, 3-year 21.70%, 5-year 11.76%, 10-year 8.87%.

LIDRX returns outperform the peer average of 12.12% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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