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Sample data. Every asset, price and score in this build is fictional and generated for development. Real data arrives when the scoring pipeline and licensed feeds are connected.

Mutual funds · Bond index · ranked #3 of 57

LDOEX

Larkspur Total Bond Index Fund

FavorableCompareTrade ↗
$128.67+0.21% todayNAV · updates once a day
$127.50$130.00$132.50$135.00Oct 29, 2025Oct 29, 2026

Composite score model v1.0

Why 73: Low fees and a long-tenured manager; held back by a weak price trend.
73
Beats benchmark 25%
72
Cost 25%
85
Stability 20%
83
Momentum 15%
32
Manager tenure 15%
84

Each factor is ranked 0–100 against the rest of the Mutual funds board, then weighted. Scores compare assets within this board only.

Track record

Trading since1967
1Y-1.4%
3Y ann.+2.8%
5Y ann.+6.9%
1Y volatility5.3%
Max drawdown-8%
Expense ratio0.06%

Calendar-year returns

2026 YTD-3%
2025+13%
2024-1%
2023+19%
2022+6%

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Holders, insiders and news Pro

Notable holders (13F), insider trades (Form 4) from SEC EDGAR, and AI tone-tagged headlines from the licensed news wire appear here once the data pipeline is connected.