LOLDX Mutual Fund

LOLDX Mutual Fund

NAV$3.84
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Returns Overview

1 Month
+0.16%
3 Months
+0.06%
6 Months
-0.13%
YTD
+1.13%
1 Year
+3.88%
3 Years (annualized)
+4.52%
5 Years (annualized)
+2.08%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LOLDX 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 Bank of America Merrill Lynch 1-3 Year US Corporate Bond Index(^IBML3YUCB)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+0.12%
vs Peers
+1.01%

LOLDX Mutual Fund Performance

LOLDX performance across multiple time periods: 1-month 0.16%, YTD 1.13%, 1-year 3.88%, 3-year 4.52%, 5-year 2.08%, 10-year 2.83%.

LOLDX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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