LADIX Mutual Fund

LADIX Mutual Fund

NAV$26.98
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Returns Overview

1 Month
+3.48%
3 Months
+0.68%
6 Months
+3.71%
YTD
+9.68%
1 Year
+12.46%
3 Years (annualized)
+15.98%
5 Years (annualized)
+8.81%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+9.68%
Peer Avg (YTD)
+12.44%
vs Peers
-2.75%

LADIX Mutual Fund Performance

LADIX performance across multiple time periods: 1-month 3.48%, YTD 9.68%, 1-year 12.46%, 3-year 15.98%, 5-year 8.81%, 10-year 9.93%.

LADIX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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