LADSX Mutual Fund

LADSX Mutual Fund

NAV$28.78
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Returns Overview

1 Month
-2.83%
3 Months
-11.71%
6 Months
+11.04%
YTD
+15.38%
1 Year
+23.01%
3 Years (annualized)
+18.24%
5 Years (annualized)
+2.71%
10 Years (annualized)
+14.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADSX 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)
+15.38%
Peer Avg (YTD)
+15.20%
vs Peers
+0.18%

LADSX Mutual Fund Performance

LADSX performance across multiple time periods: 1-month -2.83%, YTD 15.38%, 1-year 23.01%, 3-year 18.24%, 5-year 2.71%, 10-year 14.86%.

LADSX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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