FDLXX Mutual Fund

FDLXX Mutual Fund

NAV$1.00
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.27%
3 Months
+0.54%
6 Months
+0.82%
YTD
+0.82%
1 Year
+2.71%
3 Years (annualized)
+4.04%
5 Years (annualized)
+3.09%
10 Years (annualized)
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDLXX 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
FTSE 3-Mo Treasury Bill
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+1.70%
vs Peers
-0.88%

FDLXX Mutual Fund Performance

FDLXX performance across multiple time periods: 1-month 0.27%, YTD 0.82%, 1-year 2.71%, 3-year 4.04%, 5-year 3.09%, 10-year 1.91%.

FDLXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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