LADQX Mutual Fund

LADQX Mutual Fund

NAV$25.54
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Returns Overview

1 Month
-14.16%
3 Months
+1.40%
6 Months
+14.15%
YTD
+18.49%
1 Year
+33.75%
3 Years (annualized)
+16.19%
5 Years (annualized)
+1.36%
10 Years (annualized)
+12.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADQX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.49%
Peer Avg (YTD)
+15.31%
vs Peers
+3.18%

LADQX Mutual Fund Performance

LADQX performance across multiple time periods: 1-month -14.16%, YTD 18.49%, 1-year 33.75%, 3-year 16.19%, 5-year 1.36%, 10-year 12.67%.

LADQX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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