LADSX Mutual Fund

NAV$31.23

Returns Overview

1 Month
+5.79%
3 Months
+38.96%
6 Months
+38.25%
YTD
+35.19%
1 Year
+59.77%
3 Years (annualized)
+23.16%
5 Years (annualized)
+6.64%
10 Years (annualized)
+17.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADSX 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)
+35.19%
Peer Avg (YTD)
+18.52%
vs Peers
+16.67%

LADSX Mutual Fund Performance

LADSX performance across multiple time periods: 1-month 5.79%, YTD 35.19%, 1-year 59.77%, 3-year 23.16%, 5-year 6.64%, 10-year 17.96%.

LADSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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