LADYX Mutual Fund

LADYX Mutual Fund

NAV$37.32
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Returns Overview

1 Month
-1.05%
3 Months
-17.38%
6 Months
+14.87%
YTD
+11.85%
1 Year
+16.32%
3 Years (annualized)
+18.55%
5 Years (annualized)
+0.87%
10 Years (annualized)
+12.91%

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
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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)
+11.85%
Peer Avg (YTD)
+10.34%
vs Peers
+1.51%

LADYX Mutual Fund Performance

LADYX performance across multiple time periods: 1-month -1.05%, YTD 11.85%, 1-year 16.32%, 3-year 18.55%, 5-year 0.87%, 10-year 12.91%.

LADYX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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