LADVX Mutual Fund

LADVX Mutual Fund

NAV$40.34
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Returns Overview

1 Month
-2.81%
3 Months
-11.64%
6 Months
+11.21%
YTD
+15.60%
1 Year
+23.38%
3 Years (annualized)
+18.66%
5 Years (annualized)
+2.60%
10 Years (annualized)
+18.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADVX 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)
+15.60%
Peer Avg (YTD)
+15.20%
vs Peers
+0.40%

LADVX Mutual Fund Performance

LADVX performance across multiple time periods: 1-month -2.81%, YTD 15.60%, 1-year 23.38%, 3-year 18.66%, 5-year 2.60%, 10-year 18.79%.

LADVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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