FADLX Mutual Fund

FADLX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
+0.20%
3 Months
+0.24%
6 Months
-0.23%
YTD
+0.75%
1 Year
+2.02%
3 Years (annualized)
+4.65%
5 Years (annualized)
+2.16%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FADLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-5 Year Government/Credit Bond Index(^BB5YUSGCI)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+2.15%
vs Peers
-1.40%

FADLX Mutual Fund Performance

FADLX performance across multiple time periods: 1-month 0.20%, YTD 0.75%, 1-year 2.02%, 3-year 4.65%, 5-year 2.16%, 10-year 2.10%.

FADLX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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