MFLDX Mutual Fund

MFLDX Mutual Fund

NAV$30.28
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Returns Overview

1 Month
+1.03%
3 Months
+1.48%
6 Months
+8.22%
YTD
+8.58%
1 Year
+14.08%
3 Years (annualized)
+9.40%
5 Years (annualized)
+6.55%
10 Years (annualized)
+7.43%

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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+4.75%
vs Peers
+3.83%

MFLDX Mutual Fund Performance

MFLDX performance across multiple time periods: 1-month 1.03%, YTD 8.58%, 1-year 14.08%, 3-year 9.40%, 5-year 6.55%, 10-year 7.43%.

MFLDX returns outperform the peer average of 4.75% 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.