FLDFX Mutual Fund

FLDFX Mutual Fund

NAV$14.75
See how much of FLDFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.55%
3 Months
-0.27%
6 Months
+9.31%
YTD
+7.55%
1 Year
+10.53%
3 Years (annualized)
+16.77%
5 Years (annualized)
+8.54%
10 Years (annualized)
+8.34%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+7.55%
Peer Avg (YTD)
+4.96%
vs Peers
+2.58%

FLDFX Mutual Fund Performance

FLDFX performance across multiple time periods: 1-month -1.55%, YTD 7.55%, 1-year 10.53%, 3-year 16.77%, 5-year 8.54%, 10-year 8.34%.

FLDFX returns outperform the peer average of 4.96% 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.