FDLSX Mutual Fund

NAV$17.23

Returns Overview

1 Month
+6.22%
3 Months
+3.65%
6 Months
-6.68%
YTD
-6.94%
1 Year
-12.08%
3 Years (annualized)
+8.45%
5 Years (annualized)
+7.49%
10 Years (annualized)
+12.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDLSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI Consumer Services 25-50 Index
This Mutual Fund (YTD)
-6.94%
Peer Avg (YTD)
+4.01%
vs Peers
-10.94%

FDLSX Mutual Fund Performance

FDLSX performance across multiple time periods: 1-month 6.22%, YTD -6.94%, 1-year -12.08%, 3-year 8.45%, 5-year 7.49%, 10-year 12.87%.

FDLSX returns trail the peer average of 4.01% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

FDLSX performance comparison shows side-by-side returns with another fund. FDLSX alternatives are available in the Mutual Fund Screener.