LADFX Mutual Fund

LADFX Mutual Fund

NAV$29.41
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Returns Overview

1 Month
-6.38%
3 Months
-10.00%
6 Months
-8.62%
YTD
+6.97%
1 Year
+3.94%
3 Years (annualized)
+22.16%
5 Years (annualized)
-0.98%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADFX 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
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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)
+6.97%
Peer Avg (YTD)
+14.00%
vs Peers
-7.03%

LADFX Mutual Fund Performance

LADFX performance across multiple time periods: 1-month -6.38%, YTD 6.97%, 1-year 3.94%, 3-year 22.16%, 5-year -0.98%, 10-year 12.57%.

LADFX returns trail the peer average of 14.00% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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