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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)

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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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