FLDAX Mutual Fund

FLDAX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
-0.45%
3 Months
+0.30%
6 Months
+0.71%
YTD
+1.29%
1 Year
+2.10%
3 Years (annualized)
+4.63%
5 Years (annualized)
+2.36%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLDAX 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
Bloomberg US Government & Credit Index(^BUSGEGCI)
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+1.93%
vs Peers
-0.64%

FLDAX Mutual Fund Performance

FLDAX performance across multiple time periods: 1-month -0.45%, YTD 1.29%, 1-year 2.10%, 3-year 4.63%, 5-year 2.36%, 10-year 2.20%.

FLDAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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