FLDFX Mutual Fund

NAV$14.83

Returns Overview

1 Month
-0.14%
3 Months
+9.27%
6 Months
+8.14%
YTD
+7.51%
1 Year
+16.92%
3 Years (annualized)
+16.39%
5 Years (annualized)
+8.69%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLDFX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+7.51%
Peer Avg (YTD)
+5.87%
vs Peers
+1.64%

FLDFX Mutual Fund Performance

FLDFX performance across multiple time periods: 1-month -0.14%, YTD 7.51%, 1-year 16.92%, 3-year 16.39%, 5-year 8.69%, 10-year 8.47%.

FLDFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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