FDIVX Mutual Fund

NAV$55.90

Returns Overview

1 Month
+2.72%
3 Months
+14.93%
6 Months
+14.31%
YTD
+13.19%
1 Year
+22.61%
3 Years (annualized)
+16.16%
5 Years (annualized)
+7.54%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDIVX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+13.19%
Peer Avg (YTD)
+8.97%
vs Peers
+4.22%

FDIVX Mutual Fund Performance

FDIVX performance across multiple time periods: 1-month 2.72%, YTD 13.19%, 1-year 22.61%, 3-year 16.16%, 5-year 7.54%, 10-year 9.93%.

FDIVX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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