LADRX Mutual Fund

LADRX Mutual Fund

NAV$25.90
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Returns Overview

1 Month
-1.10%
3 Months
-17.50%
6 Months
+14.56%
YTD
+11.43%
1 Year
+15.69%
3 Years (annualized)
+17.95%
5 Years (annualized)
+2.58%
10 Years (annualized)
+14.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LADRX 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)
+11.43%
Peer Avg (YTD)
+10.34%
vs Peers
+1.09%

LADRX Mutual Fund Performance

LADRX performance across multiple time periods: 1-month -1.10%, YTD 11.43%, 1-year 15.69%, 3-year 17.95%, 5-year 2.58%, 10-year 14.70%.

LADRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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