FDLSX Mutual Fund

FDLSX Mutual Fund

NAV$15.32
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Returns Overview

1 Month
-1.01%
3 Months
+7.05%
6 Months
+3.44%
YTD
-1.03%
1 Year
-8.41%
3 Years (annualized)
+10.86%
5 Years (annualized)
+8.15%
10 Years (annualized)
-11.78%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI US IMI Consumer Services 25-50 Index
This Mutual Fund (YTD)
-1.03%
Peer Avg (YTD)
+2.77%
vs Peers
-3.80%

FDLSX Mutual Fund Performance

FDLSX performance across multiple time periods: 1-month -1.01%, YTD -1.03%, 1-year -8.41%, 3-year 10.86%, 5-year 8.15%, 10-year -11.78%.

FDLSX returns trail the peer average of 2.77% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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