FDFIX Mutual Fund

NAV$32.91

Returns Overview

1 Month
-0.84%
3 Months
+15.35%
6 Months
+10.05%
YTD
+9.82%
1 Year
+21.87%
3 Years (annualized)
+20.45%
5 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFIX 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
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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)
+9.82%
Peer Avg (YTD)
+9.51%
vs Peers
+0.32%

FDFIX Mutual Fund Performance

FDFIX performance across multiple time periods: 1-month -0.84%, YTD 9.82%, 1-year 21.87%, 3-year 20.45%, 5-year 13.32%.

FDFIX returns outperform the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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