LADPX Mutual Fund

LADPX Mutual Fund

NAV$25.89
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Returns Overview

1 Month
-1.07%
3 Months
-17.48%
6 Months
+14.61%
YTD
+11.47%
1 Year
+15.79%
3 Years (annualized)
+18.01%
5 Years (annualized)
+0.41%
10 Years (annualized)
+12.44%

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)
+11.47%
Peer Avg (YTD)
+10.34%
vs Peers
+1.13%

LADPX Mutual Fund Performance

LADPX performance across multiple time periods: 1-month -1.07%, YTD 11.47%, 1-year 15.79%, 3-year 18.01%, 5-year 0.41%, 10-year 12.44%.

LADPX returns outperform the peer average of 10.34% 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.