FDERX Mutual Fund

NAV$22.40

Returns Overview

1 Month
+2.19%
3 Months
+5.02%
6 Months
+7.23%
YTD
+10.62%
1 Year
+17.34%
3 Years (annualized)
+13.66%
5 Years (annualized)
+7.81%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDERX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+9.49%
vs Peers
+1.13%

FDERX Mutual Fund Performance

FDERX performance across multiple time periods: 1-month 2.19%, YTD 10.62%, 1-year 17.34%, 3-year 13.66%, 5-year 7.81%, 10-year 9.23%.

FDERX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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