FLADX Mutual Fund

NAV$17.41

Returns Overview

1 Month
+0.02%
3 Months
+11.23%
6 Months
+9.44%
YTD
+8.76%
1 Year
+20.59%
3 Years (annualized)
+17.63%
5 Years (annualized)
+10.29%
10 Years (annualized)
+11.24%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+7.64%
vs Peers
+1.12%

FLADX Mutual Fund Performance

FLADX performance across multiple time periods: 1-month 0.02%, YTD 8.76%, 1-year 20.59%, 3-year 17.63%, 5-year 10.29%, 10-year 11.24%.

FLADX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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