FLDRX Mutual Fund

FLDRX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
+0.02%
3 Months
+0.23%
6 Months
+0.52%
YTD
+0.84%
1 Year
+3.00%
3 Years (annualized)
+4.45%
5 Years (annualized)
+2.04%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLDRX 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
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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)
+0.84%
Peer Avg (YTD)
+0.12%
vs Peers
+0.72%

FLDRX Mutual Fund Performance

FLDRX performance across multiple time periods: 1-month 0.02%, YTD 0.84%, 1-year 3.00%, 3-year 4.45%, 5-year 2.04%, 10-year 2.00%.

FLDRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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