LADVX Mutual Fund

NAV$42.03

Returns Overview

1 Month
+5.84%
3 Months
+39.11%
6 Months
+38.47%
YTD
+35.44%
1 Year
+60.31%
3 Years (annualized)
+23.59%
5 Years (annualized)
+6.53%
10 Years (annualized)
+22.00%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+35.44%
Peer Avg (YTD)
+18.52%
vs Peers
+16.91%

LADVX Mutual Fund Performance

LADVX performance across multiple time periods: 1-month 5.84%, YTD 35.44%, 1-year 60.31%, 3-year 23.59%, 5-year 6.53%, 10-year 22.00%.

LADVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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