FDLSX Mutual Fund

NAV$16.08

Returns Overview

1 Month
-1.84%
3 Months
-0.58%
6 Months
-11.46%
YTD
-4.32%
1 Year
-5.04%
3 Years
+12.64%
5 Years
+8.92%
10 Years
+13.19%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FDLSX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI Consumer Services 25-50 Index(NA)
This Mutual Fund (YTD)
-4.32%
Peer Avg (YTD)
+1.10%
vs Peers
-5.43%

FDLSX Mutual Fund Performance

FDLSX performance across multiple time periods: 1-month -1.84%, YTD -4.32%, 1-year -5.04%, 3-year 12.64%, 5-year 8.92%, 10-year 13.19%.

FDLSX returns trail the peer average of 1.10% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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