LADVX Mutual Fund

LADVX Mutual Fund

NAV$41.22
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Returns Overview

1 Month
-14.10%
3 Months
+1.59%
6 Months
+14.55%
YTD
+18.94%
1 Year
+34.67%
3 Years (annualized)
+17.00%
5 Years (annualized)
+2.07%
10 Years (annualized)
+13.45%

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)
+18.94%
Peer Avg (YTD)
+15.31%
vs Peers
+3.63%

LADVX Mutual Fund Performance

LADVX performance across multiple time periods: 1-month -14.10%, YTD 18.94%, 1-year 34.67%, 3-year 17.00%, 5-year 2.07%, 10-year 13.45%.

LADVX returns outperform the peer average of 15.31% 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.