MFLDX Mutual Fund

MFLDX Mutual Fund

NAV$29.25
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Returns Overview

1 Month
-1.02%
3 Months
+2.74%
6 Months
+6.18%
YTD
+7.47%
1 Year
+14.81%
3 Years (annualized)
+9.58%
5 Years (annualized)
+7.22%
10 Years (annualized)
+7.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFLDX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.47%
Peer Avg (YTD)
+2.39%
vs Peers
+5.08%

MFLDX Mutual Fund Performance

MFLDX performance across multiple time periods: 1-month -1.02%, YTD 7.47%, 1-year 14.81%, 3-year 9.58%, 5-year 7.22%, 10-year 7.81%.

MFLDX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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