AXS Thomson Reuters Vntr Cptl RetTrckr A (LDVAX)

16.00 +0.02 (+0.13%) USD  |  Aug 18 2022

LDVAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 18, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
AXS Thomson Reuters Vntr Cptl RetTrckr A
--
--
--
16.32%
-1.91%
51.25%
5.40%
49.44%
65.52%
19.69%
-44.64%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-9.22%
Rydex NASDAQ-100® A
16.82%
34.79%
17.52%
8.30%
5.58%
30.91%
-1.64%
37.17%
46.43%
25.62%
-17.66%
Calvert US Large Cap Growth Rspnb Idx A
--
--
--
--
4.03%
26.99%
0.38%
35.02%
38.28%
25.79%
-14.82%
USAA Nasdaq 100 Index Class A
17.17%
35.66%
18.46%
8.82%
6.42%
31.96%
-0.69%
38.51%
47.93%
26.60%
-17.14%
Praxis Growth Index A
17.15%
31.72%
14.26%
3.70%
7.15%
26.28%
-0.05%
31.45%
32.81%
31.60%
-14.90%
As of August 18, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
AXS Thomson Reuters Vntr Cptl RetTrckr A
19.94%
19.58%
-14.89%
-45.25%
8.01%
14.41%
--
--
--
15.99%
S&P 500 Total Return
12.00%
9.64%
-0.72%
-1.18%
15.93%
14.06%
13.89%
9.72%
10.10%
10.20%
Rydex NASDAQ-100® A
13.71%
13.02%
-3.98%
-9.87%
20.15%
17.63%
16.57%
13.38%
13.15%
12.25%
Calvert US Large Cap Growth Rspnb Idx A
13.80%
12.94%
-2.57%
-7.09%
18.38%
17.27%
--
--
--
14.41%
USAA Nasdaq 100 Index Class A
13.76%
13.29%
-3.49%
-9.04%
21.30%
18.73%
17.51%
14.18%
13.82%
6.82%
Praxis Growth Index A
14.35%
14.21%
-1.30%
-5.35%
17.82%
16.67%
15.16%
11.22%
--
10.86%
As of August 18, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022