FLDRX Mutual Fund

FLDRX Mutual Fund

NAV$8.78
See how much of FLDRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.91%
3 Months
-0.67%
6 Months
-0.35%
YTD
-0.51%
1 Year
+0.15%
3 Years (annualized)
+4.40%
5 Years (annualized)
+2.03%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLDRX 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
Bloomberg US Government & Credit Index(^BUSGEGCI)
This Mutual Fund (YTD)
-0.51%
Peer Avg (YTD)
+0.50%
vs Peers
-1.01%

FLDRX Mutual Fund Performance

FLDRX performance across multiple time periods: 1-month -0.91%, YTD -0.51%, 1-year 0.15%, 3-year 4.40%, 5-year 2.03%, 10-year 2.00%.

FLDRX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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