FDEEX Mutual Fund

NAV$21.11

Returns Overview

1 Month
+1.41%
3 Months
+14.95%
6 Months
+14.40%
YTD
+13.31%
1 Year
+27.03%
3 Years (annualized)
+19.93%
5 Years (annualized)
+11.98%
10 Years (annualized)
+14.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDEEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Freedom 2055 Composite Index
This Mutual Fund (YTD)
+13.31%
Peer Avg (YTD)
+7.64%
vs Peers
+5.68%

FDEEX Mutual Fund Performance

FDEEX performance across multiple time periods: 1-month 1.41%, YTD 13.31%, 1-year 27.03%, 3-year 19.93%, 5-year 11.98%, 10-year 14.44%.

FDEEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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