LADYX Mutual Fund

NAV$41.40

Returns Overview

1 Month
+5.82%
3 Months
+39.04%
6 Months
+38.43%
YTD
+35.39%
1 Year
+60.15%
3 Years (annualized)
+23.47%
5 Years (annualized)
+6.44%
10 Years (annualized)
+21.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADYX 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)
+35.39%
Peer Avg (YTD)
+18.52%
vs Peers
+16.87%

LADYX Mutual Fund Performance

LADYX performance across multiple time periods: 1-month 5.82%, YTD 35.39%, 1-year 60.15%, 3-year 23.47%, 5-year 6.44%, 10-year 21.92%.

LADYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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