FLDFX Mutual Fund

FLDFX Mutual Fund

NAV$14.60
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Returns Overview

1 Month
+0.82%
3 Months
+0.89%
6 Months
+3.91%
YTD
+9.44%
1 Year
+9.98%
3 Years (annualized)
+14.91%
5 Years (annualized)
+6.71%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLDFX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+5.28%
vs Peers
+4.16%

FLDFX Mutual Fund Performance

FLDFX performance across multiple time periods: 1-month 0.82%, YTD 9.44%, 1-year 9.98%, 3-year 14.91%, 5-year 6.71%, 10-year 8.47%.

FLDFX returns outperform the peer average of 5.28% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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