LADFX Mutual Fund

LADFX Mutual Fund

NAV$30.98
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Returns Overview

1 Month
-14.09%
3 Months
+1.53%
6 Months
+14.45%
YTD
+18.85%
1 Year
+34.50%
3 Years (annualized)
+16.78%
5 Years (annualized)
+1.87%
10 Years (annualized)
+13.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADFX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.85%
Peer Avg (YTD)
+15.31%
vs Peers
+3.54%

LADFX Mutual Fund Performance

LADFX performance across multiple time periods: 1-month -14.09%, YTD 18.85%, 1-year 34.50%, 3-year 16.78%, 5-year 1.87%, 10-year 13.23%.

LADFX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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