FDMLX Mutual Fund

NAV$12.49

Returns Overview

1 Month
+3.31%
3 Months
+9.75%
6 Months
+12.73%
YTD
+16.29%
1 Year
+22.83%
3 Years (annualized)
+16.31%
5 Years (annualized)
+10.92%
10 Years (annualized)
+13.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDMLX 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

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)
+16.29%
Peer Avg (YTD)
+10.82%
vs Peers
+5.48%

FDMLX Mutual Fund Performance

FDMLX performance across multiple time periods: 1-month 3.31%, YTD 16.29%, 1-year 22.83%, 3-year 16.31%, 5-year 10.92%, 10-year 13.06%.

FDMLX returns outperform the peer average of 10.82% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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