FLADX Mutual Fund

FLADX Mutual Fund

NAV$17.41
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Returns Overview

1 Month
-0.98%
3 Months
+0.23%
6 Months
+11.49%
YTD
+9.02%
1 Year
+12.94%
3 Years (annualized)
+16.42%
5 Years (annualized)
+8.09%
10 Years (annualized)
+9.99%

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)
+9.02%
Peer Avg (YTD)
+7.09%
vs Peers
+1.93%

FLADX Mutual Fund Performance

FLADX performance across multiple time periods: 1-month -0.98%, YTD 9.02%, 1-year 12.94%, 3-year 16.42%, 5-year 8.09%, 10-year 9.99%.

FLADX returns outperform the peer average of 7.09% 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.