LADIX Mutual Fund

LADIX Mutual Fund

NAV$26.14
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Returns Overview

1 Month
+1.55%
3 Months
+3.01%
6 Months
+5.02%
YTD
+11.70%
1 Year
+15.23%
3 Years (annualized)
+14.90%
5 Years (annualized)
+9.83%
10 Years (annualized)
+8.38%

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
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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)
+11.70%
Peer Avg (YTD)
+12.44%
vs Peers
-0.74%

LADIX Mutual Fund Performance

LADIX performance across multiple time periods: 1-month 1.55%, YTD 11.70%, 1-year 15.23%, 3-year 14.90%, 5-year 9.83%, 10-year 8.38%.

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.