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Leland Thomson Reuters Vntr Cptl Idx A (LDVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.33-0.04 (-0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.82%
5-year average return7.70%
Number of years up7
Number of years down2
Best 1-yr total return (29 Apr 2024)65.52%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return65.52%
Worst 3-yr total return-6.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLDVAXCategory
YTD11.67%12.38%
1-month-1.53%5.09%
3-month11.67%10.28%
1-year54.90%41.70%
3-year-4.35%22.56%
5-year11.98%21.98%
10-year0.00%15.99%
Last bull market55.40%25.99%
Last bear market-36.96%-17.29%

Annual total return (%) history

Year
LDVAXCategory
2024
N/AN/A
2023
54.39%N/A
2022
-55.88%N/A
2021
19.69%N/A
2020
65.52%35.86%
2019
49.44%31.90%
2018
5.40%-2.09%
2017
51.25%27.67%
2016
-1.91%3.23%
2015
16.32%3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.67%N/AN/AN/A
202311.30%15.98%-3.43%23.84%
2022-29.13%-36.96%-7.13%6.34%
20214.04%13.77%-0.90%2.04%
2020-12.45%42.76%16.59%13.59%
201927.90%4.54%-4.50%17.03%
201811.17%12.03%10.08%-23.12%
201715.99%8.68%10.00%9.07%
2016-4.26%-9.55%17.83%-3.87%
20152.56%3.27%-6.12%16.99%

Rank in category (by total return)

YTD55
1-month100
3-month55
1-year1
3-year97
5-year86

Load adjusted returns

1-year45.99%
3-year-6.22%
5-year10.66%
10-yearN/A