FDFWX Mutual Fund

NAV$13.17

Returns Overview

1 Month
+0.13%
3 Months
+3.74%
6 Months
+4.19%
YTD
+3.87%
1 Year
+9.64%
3 Years (annualized)
+9.72%
5 Years (annualized)
+4.77%
10 Years (annualized)
+5.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFWX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+4.14%
vs Peers
-0.28%

FDFWX Mutual Fund Performance

FDFWX performance across multiple time periods: 1-month 0.13%, YTD 3.87%, 1-year 9.64%, 3-year 9.72%, 5-year 4.77%, 10-year 5.72%.

FDFWX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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