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UK Markets close in 2 hrs 53 mins
FTSE 100
6,876.17
+16.30
(
+0.24%
)
FTSE 250
22,089.56
-18.99
(
-0.09%
)
AIM
1,241.31
+3.44
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How to cope with being demoted
It’s important to remember that you are still employed — and that things could be worse
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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★★★
Year-to-date return
16.50%
5-year average return
0.00%
Number of years up
5
Number of years down
1
Best 1-yr total return (3 Feb 2019)
65.52%
Worst 1-yr total return (3 Feb 2019)
-1.91%
Best 3-yr total return
65.52%
Worst 3-yr total return
16.07%
Trailing returns (%) vs. Benchmarks
Return
LDVAX
Category
YTD
12.02%
2.23%
1-month
9.82%
0.74%
3-month
11.20%
2.23%
1-year
113.02%
63.57%
3-year
39.08%
20.44%
5-year
29.95%
19.42%
10-year
0.00%
14.73%
Last bull market
0.00%
25.90%
Last bear market
0.00%
-17.29%
Annual total return (%) history
Year
LDVAX
Category
2021
N/A
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 (%)
Year
Q1
Q2
Q3
Q4
2021
4.04%
N/A
N/A
N/A
2020
-12.45%
42.76%
16.59%
13.59%
2019
27.90%
4.54%
-4.50%
17.03%
2018
11.17%
12.03%
10.08%
-23.12%
2017
15.99%
8.68%
10.00%
9.07%
2016
-4.26%
-9.55%
17.83%
-3.87%
2015
2.56%
3.27%
-6.12%
16.99%
Rank in category (by total return)
YTD
33
1-month
4
3-month
19
1-year
6
3-year
4
5-year
2
Load adjusted returns
1-year
63.02%
3-year
28.46%
5-year
33.70%
10-year
N/A
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