FADLX Mutual Fund

NAV$9.80

Returns Overview

1 Month
+0.13%
3 Months
+0.33%
6 Months
+0.63%
YTD
+0.63%
1 Year
+2.77%
3 Years (annualized)
+4.93%
5 Years (annualized)
+2.17%
10 Years (annualized)
+2.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FADLX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-5 Year Government/Credit Bond Index(^BB5YUSGCI)
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+3.23%
vs Peers
-2.59%

FADLX Mutual Fund Performance

FADLX performance across multiple time periods: 1-month 0.13%, YTD 0.63%, 1-year 2.77%, 3-year 4.93%, 5-year 2.17%, 10-year 2.11%.

FADLX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

FADLX performance comparison shows side-by-side returns with another fund. FADLX alternatives are available in the Mutual Fund Screener.