FDEIX Mutual Fund

NAV$31.98

Returns Overview

1 Month
+0.33%
3 Months
+12.39%
6 Months
+10.13%
YTD
+8.68%
1 Year
+24.87%
3 Years (annualized)
+24.55%
5 Years (annualized)
+16.18%
10 Years (annualized)
+16.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDEIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+9.51%
vs Peers
-0.83%

FDEIX Mutual Fund Performance

FDEIX performance across multiple time periods: 1-month 0.33%, YTD 8.68%, 1-year 24.87%, 3-year 24.55%, 5-year 16.18%, 10-year 16.16%.

FDEIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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