LADVX Mutual Fund

LADVX Mutual Fund

NAV$36.40
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Returns Overview

1 Month
-6.35%
3 Months
-9.94%
6 Months
-8.51%
YTD
+7.12%
1 Year
+4.12%
3 Years (annualized)
+22.41%
5 Years (annualized)
-0.78%
10 Years (annualized)
+12.78%

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
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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)
+7.12%
Peer Avg (YTD)
+14.00%
vs Peers
-6.88%

LADVX Mutual Fund Performance

LADVX performance across multiple time periods: 1-month -6.35%, YTD 7.12%, 1-year 4.12%, 3-year 22.41%, 5-year -0.78%, 10-year 12.78%.

LADVX returns trail the peer average of 14.00% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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