LADSX Mutual Fund

LADSX Mutual Fund

NAV$27.32
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Returns Overview

1 Month
-6.36%
3 Months
-9.99%
6 Months
-8.64%
YTD
+4.50%
1 Year
+3.83%
3 Years (annualized)
+22.00%
5 Years (annualized)
+0.94%
10 Years (annualized)
+14.62%

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)
+4.50%
Peer Avg (YTD)
+12.21%
vs Peers
-7.71%

LADSX Mutual Fund Performance

LADSX performance across multiple time periods: 1-month -6.36%, YTD 4.50%, 1-year 3.83%, 3-year 22.00%, 5-year 0.94%, 10-year 14.62%.

LADSX returns trail the peer average of 12.21% 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.