LADCX Mutual Fund

LADCX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
-6.44%
3 Months
-10.13%
6 Months
-8.98%
YTD
+6.16%
1 Year
+3.08%
3 Years (annualized)
+21.10%
5 Years (annualized)
-1.86%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADCX 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)
+6.16%
Peer Avg (YTD)
+14.00%
vs Peers
-7.84%

LADCX Mutual Fund Performance

LADCX performance across multiple time periods: 1-month -6.44%, YTD 6.16%, 1-year 3.08%, 3-year 21.10%, 5-year -1.86%, 10-year 11.54%.

LADCX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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