LODI ETF

$25.23
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Returns Overview

1 Month
-0.06%
3 Months
+0.72%
6 Months
+1.54%
YTD
+1.51%
1 Year
+5.84%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would LODI 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
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📉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

-0.06%

3 Months Performance

+0.72%

6 Months Performance

+1.54%

1 Year Performance

+5.84%

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Government/Credit Bond Index(I30672US)
This ETF (YTD)
+1.51%
Peer Avg (YTD)
+1.29%
vs Peers
+0.22%

LODI ETF Performance

LODI performance across multiple time periods: 1-month -0.06%, YTD 1.51%, 1-year 5.84%.

LODI returns outperform the peer average of 1.29% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

LODI performance comparison shows side-by-side returns with another fund. LODI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.06%May 26, 2026 to Jun 23, 2026
3 Months+0.72%Mar 23, 2026 to Jun 23, 2026
6 Months+1.54%Dec 23, 2025 to Jun 23, 2026
1 Year+5.84%N/A

All returns shown are total returns, not annualized