LIDOX Mutual Fund

LIDOX Mutual Fund

NAV$11.89
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Returns Overview

1 Month
-2.55%
3 Months
+1.84%
6 Months
+13.42%
YTD
+13.03%
1 Year
+23.21%
3 Years (annualized)
+22.50%
5 Years (annualized)
+12.49%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIDOX 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
MSCI EAFE Value Index with Gross Dividends
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+9.89%
vs Peers
+3.14%

LIDOX Mutual Fund Performance

LIDOX performance across multiple time periods: 1-month -2.55%, YTD 13.03%, 1-year 23.21%, 3-year 22.50%, 5-year 12.49%, 10-year 9.59%.

LIDOX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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