FLADX Mutual Fund

FLADX Mutual Fund

NAV$17.48
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Returns Overview

1 Month
-0.70%
3 Months
+2.94%
6 Months
+5.86%
YTD
+8.00%
1 Year
+17.88%
3 Years (annualized)
+14.89%
5 Years (annualized)
+8.16%
10 Years (annualized)
+10.85%

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)
+8.00%
Peer Avg (YTD)
+6.99%
vs Peers
+1.01%

FLADX Mutual Fund Performance

FLADX performance across multiple time periods: 1-month -0.70%, YTD 8.00%, 1-year 17.88%, 3-year 14.89%, 5-year 8.16%, 10-year 10.85%.

FLADX returns outperform the peer average of 6.99% 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.