FDLSX Mutual Fund

FDLSX Mutual Fund

NAV$15.64
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Returns Overview

1 Month
-9.16%
3 Months
-8.45%
6 Months
+0.13%
YTD
-10.10%
1 Year
-12.10%
3 Years (annualized)
+10.86%
5 Years (annualized)
+8.15%
10 Years (annualized)
-11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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 US IMI Consumer Services 25-50 Index
This Mutual Fund (YTD)
-10.10%
Peer Avg (YTD)
-2.27%
vs Peers
-7.83%

FDLSX Mutual Fund Performance

FDLSX performance across multiple time periods: 1-month -9.16%, YTD -10.10%, 1-year -12.10%, 3-year 10.86%, 5-year 8.15%, 10-year -11.78%.

FDLSX returns trail the peer average of -2.27% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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