LDLQX Mutual Fund

LDLQX Mutual Fund

NAV$3.79
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Returns Overview

1 Month
-0.93%
3 Months
-0.46%
6 Months
-0.25%
YTD
-0.91%
1 Year
-0.17%
3 Years (annualized)
+3.94%
5 Years (annualized)
+1.57%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLQX 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
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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)
-0.91%
Peer Avg (YTD)
+0.50%
vs Peers
-1.41%

LDLQX Mutual Fund Performance

LDLQX performance across multiple time periods: 1-month -0.93%, YTD -0.91%, 1-year -0.17%, 3-year 3.94%, 5-year 1.57%, 10-year 1.94%.

LDLQX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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