FDSSX Mutual Fund

FDSSX Mutual Fund

NAV$104.03
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Returns Overview

1 Month
-2.42%
3 Months
+0.70%
6 Months
+6.20%
YTD
+15.49%
1 Year
+17.24%
3 Years (annualized)
+24.23%
5 Years (annualized)
+11.33%
10 Years (annualized)
+15.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDSSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.49%
Peer Avg (YTD)
+4.64%
vs Peers
+10.85%

FDSSX Mutual Fund Performance

FDSSX performance across multiple time periods: 1-month -2.42%, YTD 15.49%, 1-year 17.24%, 3-year 24.23%, 5-year 11.33%, 10-year 15.22%.

FDSSX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

FDSSX vs another fund shows side-by-side returns. FDSSX alternatives are available in the Mutual Fund Screener.