LDVAX Mutual Fund

LDVAX Mutual Fund

NAV$28.39
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Returns Overview

1 Month
-1.72%
3 Months
+13.62%
6 Months
+24.53%
YTD
-2.81%
1 Year
-11.08%
3 Years (annualized)
+17.59%
5 Years (annualized)
-2.10%
10 Years (annualized)
+16.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDVAX 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
NASDAQ OTC Composite Index
This Mutual Fund (YTD)
-2.81%
Peer Avg (YTD)
+8.68%
vs Peers
-11.49%

LDVAX Mutual Fund Performance

LDVAX performance across multiple time periods: 1-month -1.72%, YTD -2.81%, 1-year -11.08%, 3-year 17.59%, 5-year -2.10%, 10-year 16.26%.

LDVAX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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