LIDRX Mutual Fund

NAV$12.53

Returns Overview

1 Month
+1.32%
3 Months
+11.11%
6 Months
+11.99%
YTD
+10.66%
1 Year
+26.03%
3 Years (annualized)
+20.03%
5 Years (annualized)
+10.73%
10 Years (annualized)
+8.61%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+8.71%
vs Peers
+1.95%

LIDRX Mutual Fund Performance

LIDRX performance across multiple time periods: 1-month 1.32%, YTD 10.66%, 1-year 26.03%, 3-year 20.03%, 5-year 10.73%, 10-year 8.61%.

LIDRX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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