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Leland Thomson Reuters Vntr Cptl Idx A (LDVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.43-0.34 (-1.01%)
At close: 8:06AM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date return16.50%
5-year average return0.00%
Number of years up5
Number of years down1
Best 1-yr total return (3 Feb 2019)65.52%
Worst 1-yr total return (3 Feb 2019)-1.91%
Best 3-yr total return65.52%
Worst 3-yr total return16.07%

Trailing returns (%) vs. Benchmarks

ReturnLDVAXCategory
YTD12.02%2.23%
1-month9.82%0.74%
3-month11.20%2.23%
1-year113.02%63.57%
3-year39.08%20.44%
5-year29.95%19.42%
10-year0.00%14.73%
Last bull market0.00%25.90%
Last bear market0.00%-17.29%

Annual total return (%) history

Year
LDVAXCategory
2021
N/AN/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
20214.04%N/AN/AN/A
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)

YTD33
1-month4
3-month19
1-year6
3-year4
5-year2

Load adjusted returns

1-year63.02%
3-year28.46%
5-year33.70%
10-yearN/A