FLDAX Mutual Fund

FLDAX Mutual Fund

NAV$8.90
See how much of FLDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.04%
3 Months
+0.41%
6 Months
+0.64%
YTD
+0.98%
1 Year
+3.22%
3 Years (annualized)
+4.69%
5 Years (annualized)
+2.29%
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
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 US Government & Credit Index(^BUSGEGCI)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+0.12%
vs Peers
+0.86%

FLDAX Mutual Fund Performance

FLDAX performance across multiple time periods: 1-month 0.04%, YTD 0.98%, 1-year 3.22%, 3-year 4.69%, 5-year 2.29%, 10-year 2.20%.

FLDAX returns outperform the peer average of 0.12% 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.