FILDX Mutual Fund

FILDX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
+0.22%
3 Months
+0.31%
6 Months
-0.10%
YTD
+0.82%
1 Year
+2.29%
3 Years (annualized)
+4.89%
5 Years (annualized)
+2.27%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FILDX 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)
+0.82%
Peer Avg (YTD)
+2.15%
vs Peers
-1.34%

FILDX Mutual Fund Performance

FILDX performance across multiple time periods: 1-month 0.22%, YTD 0.82%, 1-year 2.29%, 3-year 4.89%, 5-year 2.27%, 10-year 2.28%.

FILDX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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