LADRX Mutual Fund

LADRX Mutual Fund

NAV$28.19
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Returns Overview

1 Month
-14.13%
3 Months
+1.41%
6 Months
+14.23%
YTD
+18.54%
1 Year
+33.89%
3 Years (annualized)
+16.30%
5 Years (annualized)
+1.47%
10 Years (annualized)
+12.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADRX 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)
+18.54%
Peer Avg (YTD)
+15.31%
vs Peers
+3.23%

LADRX Mutual Fund Performance

LADRX performance across multiple time periods: 1-month -14.13%, YTD 18.54%, 1-year 33.89%, 3-year 16.30%, 5-year 1.47%, 10-year 12.78%.

LADRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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