FLADX Mutual Fund

FLADX Mutual Fund

NAV$16.98
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Returns Overview

1 Month
-1.22%
3 Months
-0.29%
6 Months
+2.64%
YTD
+7.69%
1 Year
+9.47%
3 Years (annualized)
+18.00%
5 Years (annualized)
+7.56%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLADX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+6.71%
vs Peers
+0.98%

FLADX Mutual Fund Performance

FLADX performance across multiple time periods: 1-month -1.22%, YTD 7.69%, 1-year 9.47%, 3-year 18.00%, 5-year 7.56%, 10-year 9.84%.

FLADX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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