LDCRX Mutual Fund

LDCRX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-0.66%
3 Months
-0.43%
6 Months
-0.10%
YTD
-0.76%
1 Year
-0.07%
3 Years (annualized)
+3.80%
5 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDCRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
-0.76%
Peer Avg (YTD)
+0.50%
vs Peers
-1.26%

LDCRX Mutual Fund Performance

LDCRX performance across multiple time periods: 1-month -0.66%, YTD -0.76%, 1-year -0.07%, 3-year 3.80%, 5-year 1.71%.

LDCRX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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