FADLX Mutual Fund

FADLX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
+0.52%
3 Months
-0.27%
6 Months
+0.20%
YTD
+0.27%
1 Year
+0.98%
3 Years (annualized)
+4.45%
5 Years (annualized)
+2.05%
10 Years (annualized)
+2.03%

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)
+0.27%
Peer Avg (YTD)
+1.93%
vs Peers
-1.65%

FADLX Mutual Fund Performance

FADLX performance across multiple time periods: 1-month 0.52%, YTD 0.27%, 1-year 0.98%, 3-year 4.45%, 5-year 2.05%, 10-year 2.03%.

FADLX returns trail the peer average of 1.93% 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.