LADIX Mutual Fund

LADIX Mutual Fund

NAV$27.57
See how much of LADIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.93%
3 Months
+3.01%
6 Months
+6.46%
YTD
+9.99%
1 Year
+14.06%
3 Years (annualized)
+13.89%
5 Years (annualized)
+9.76%
10 Years (annualized)
+9.49%

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
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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+11.41%
vs Peers
-1.42%

LADIX Mutual Fund Performance

LADIX performance across multiple time periods: 1-month 0.93%, YTD 9.99%, 1-year 14.06%, 3-year 13.89%, 5-year 9.76%, 10-year 9.49%.

LADIX returns trail the peer average of 11.41% 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.