FLDBX Mutual Fund

FLDBX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
+3.50%
3 Months
-0.37%
6 Months
-2.56%
YTD
-2.97%
1 Year
-3.74%
3 Years (annualized)
+6.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLDBX 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
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📉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 Aggregate Index
This Mutual Fund (YTD)
-2.97%
Peer Avg (YTD)
-0.75%
vs Peers
-2.22%

FLDBX Mutual Fund Performance

FLDBX performance across multiple time periods: 1-month 3.50%, YTD -2.97%, 1-year -3.74%, 3-year 6.52%.

FLDBX returns trail the peer average of -0.75% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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