FLDFX Mutual Fund

FLDFX Mutual Fund

NAV$14.73
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Returns Overview

1 Month
+1.65%
3 Months
+1.47%
6 Months
+5.53%
YTD
+9.24%
1 Year
+15.29%
3 Years (annualized)
+16.77%
5 Years (annualized)
+8.54%
10 Years (annualized)
+8.34%

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
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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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+9.24%
Peer Avg (YTD)
+6.28%
vs Peers
+2.96%

FLDFX Mutual Fund Performance

FLDFX performance across multiple time periods: 1-month 1.65%, YTD 9.24%, 1-year 15.29%, 3-year 16.77%, 5-year 8.54%, 10-year 8.34%.

FLDFX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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