LADPX Mutual Fund

LADPX Mutual Fund

NAV$24.86
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Returns Overview

1 Month
-6.39%
3 Months
-10.04%
6 Months
-8.73%
YTD
+6.69%
1 Year
+3.62%
3 Years (annualized)
+21.74%
5 Years (annualized)
-1.31%
10 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADPX 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)
+6.69%
Peer Avg (YTD)
+14.00%
vs Peers
-7.31%

LADPX Mutual Fund Performance

LADPX performance across multiple time periods: 1-month -6.39%, YTD 6.69%, 1-year 3.62%, 3-year 21.74%, 5-year -1.31%, 10-year 12.21%.

LADPX returns trail the peer average of 14.00% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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