LADQX Mutual Fund

LADQX Mutual Fund

NAV$25.84
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Returns Overview

1 Month
-2.84%
3 Months
-11.79%
6 Months
+10.86%
YTD
+15.13%
1 Year
+22.55%
3 Years (annualized)
+17.83%
5 Years (annualized)
+0.26%
10 Years (annualized)
+12.23%

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)
+15.13%
Peer Avg (YTD)
+15.20%
vs Peers
-0.07%

LADQX Mutual Fund Performance

LADQX performance across multiple time periods: 1-month -2.84%, YTD 15.13%, 1-year 22.55%, 3-year 17.83%, 5-year 0.26%, 10-year 12.23%.

LADQX returns trail the peer average of 15.20% 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.