FLADX Mutual Fund

FLADX Mutual Fund

NAV$17.52
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Returns Overview

1 Month
+1.93%
3 Months
+1.24%
6 Months
+6.61%
YTD
+10.09%
1 Year
+17.55%
3 Years (annualized)
+16.42%
5 Years (annualized)
+8.09%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLADX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+8.76%
vs Peers
+1.33%

FLADX Mutual Fund Performance

FLADX performance across multiple time periods: 1-month 1.93%, YTD 10.09%, 1-year 17.55%, 3-year 16.42%, 5-year 8.09%, 10-year 9.99%.

FLADX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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