LADCX Mutual Fund

LADCX Mutual Fund

NAV$12.55
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Returns Overview

1 Month
-14.19%
3 Months
+1.28%
6 Months
+13.92%
YTD
+18.13%
1 Year
+33.13%
3 Years (annualized)
+15.72%
5 Years (annualized)
+0.95%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADCX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.13%
Peer Avg (YTD)
+15.31%
vs Peers
+2.82%

LADCX Mutual Fund Performance

LADCX performance across multiple time periods: 1-month -14.19%, YTD 18.13%, 1-year 33.13%, 3-year 15.72%, 5-year 0.95%, 10-year 12.20%.

LADCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

LADCX vs another fund shows side-by-side returns. LADCX alternatives are available in the Mutual Fund Screener.