FLDOX Mutual Fund

NAV$13.80

Returns Overview

1 Month
-0.22%
3 Months
+6.78%
6 Months
+5.55%
YTD
+5.22%
1 Year
+12.18%
3 Years (annualized)
+11.66%
5 Years (annualized)
+5.83%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLDOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Moderately Conservative Target Risk Index(^MSAAMMCR)
This Mutual Fund (YTD)
+5.22%
Peer Avg (YTD)
+4.14%
vs Peers
+1.08%

FLDOX Mutual Fund Performance

FLDOX performance across multiple time periods: 1-month -0.22%, YTD 5.22%, 1-year 12.18%, 3-year 11.66%, 5-year 5.83%, 10-year 7.32%.

FLDOX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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