LDLAX Mutual Fund

LDLAX Mutual Fund

NAV$3.81
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Returns Overview

1 Month
-0.95%
3 Months
-0.51%
6 Months
-0.34%
YTD
-1.02%
1 Year
-0.32%
3 Years (annualized)
+3.75%
5 Years (annualized)
+1.37%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLAX 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)
-1.02%
Peer Avg (YTD)
+0.50%
vs Peers
-1.52%

LDLAX Mutual Fund Performance

LDLAX performance across multiple time periods: 1-month -0.95%, YTD -1.02%, 1-year -0.32%, 3-year 3.75%, 5-year 1.37%, 10-year 1.68%.

LDLAX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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