MFLDX Mutual Fund

NAV$29.80

Returns Overview

1 Month
+1.48%
3 Months
+12.38%
6 Months
+8.90%
YTD
+8.58%
1 Year
+18.69%
3 Years (annualized)
+11.11%
5 Years (annualized)
+7.47%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFLDX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+3.47%
vs Peers
+5.10%

MFLDX Mutual Fund Performance

MFLDX performance across multiple time periods: 1-month 1.48%, YTD 8.58%, 1-year 18.69%, 3-year 11.11%, 5-year 7.47%, 10-year 8.31%.

MFLDX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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