FLDOX Mutual Fund

FLDOX Mutual Fund

NAV$13.60
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Returns Overview

1 Month
+1.25%
3 Months
+0.84%
6 Months
+3.50%
YTD
+6.68%
1 Year
+11.41%
3 Years (annualized)
+10.89%
5 Years (annualized)
+3.93%
10 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLDOX 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 Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+6.68%
Peer Avg (YTD)
+3.78%
vs Peers
+2.90%

FLDOX Mutual Fund Performance

FLDOX performance across multiple time periods: 1-month 1.25%, YTD 6.68%, 1-year 11.41%, 3-year 10.89%, 5-year 3.93%, 10-year 6.06%.

FLDOX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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