LDFVX Mutual Fund

LDFVX Mutual Fund

NAV$17.44
See how much of LDFVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.58%
3 Months
-1.96%
6 Months
+4.75%
YTD
+3.10%
1 Year
+7.60%
3 Years (annualized)
+17.13%
5 Years (annualized)
+10.66%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDFVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.10%
Peer Avg (YTD)
+10.00%
vs Peers
-6.90%

LDFVX Mutual Fund Performance

LDFVX performance across multiple time periods: 1-month -3.58%, YTD 3.10%, 1-year 7.60%, 3-year 17.13%, 5-year 10.66%, 10-year 10.87%.

LDFVX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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