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LADVX: LADVX (MUTUAL FUND)
Basic Info 22.14 0.61(2.68%) September 23
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (63%) |
| Start Date: | 07/09/2018 |
| Last Dividend Date: | 11/23/2021 |
| 12-Mo. Yield | 6.94% |
| Expenses | - |
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Performance Analytics (As of 09/23/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -7.7 | -37.1 | -42.9 | -15.7 | -1.7 | -1.7 | -45.7 | 73.1 | 33.4 | 5.4 | 30.4 | -2.3 | -16.8 |
| SR | NA | -1.27 | -1.23 | -0.35 | -0.06 | -0.07 | -0.76 | 1.85 | 1.5 | 0.16 | 1.97 | -0.13 | -1.44 |
| DD(%) | NA | 39.9 | 47.5 | 72.6 | 72.6 | 72.6 | 57.5 | 37.2 | 18.8 | 31.6 | 6.9 | 22.4 | 20.1 |
| SD(%) | NA | 38.0 | 35.5 | 45.8 | 38.5 | 33.7 | 60.3 | 39.1 | 21.4 | 26.2 | 15.2 | 19.8 | 21.3 |
| TR | NA | -0.35 | -0.31 | -0.14 | -0.02 | -0.02 | -0.37 | 0.73 | 0.23 | 0.03 | 0.17 | -0.02 | -0.3 |
| Alpha(%) | NA | -0.05 | -0.1 | -0.08 | -0.03 | -0.04 | -0.3 | 0.15 | -0.03 | 0.06 | -0.03 | -0.07 | -0.13 |
| Beta(%) | NA | 1.38 | 1.4 | 1.11 | 1.16 | 1.17 | 1.23 | 0.99 | 1.41 | 1.31 | 1.79 | 1.28 | 1.03 |
| RS | NA | 0.81 | 0.79 | 0.45 | 0.49 | 0.52 | 0.12 | 0.79 | 0.7 | 0.72 | 0.69 | 0.78 | 0.75 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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