FDTEX Mutual Fund

NAV$40.75

Returns Overview

1 Month
+0.99%
3 Months
+17.56%
6 Months
+14.59%
YTD
+13.57%
1 Year
+33.09%
3 Years (annualized)
+23.77%
5 Years (annualized)
+17.38%
10 Years (annualized)
+20.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.57%
Peer Avg (YTD)
+8.97%
vs Peers
+4.60%

FDTEX Mutual Fund Performance

FDTEX performance across multiple time periods: 1-month 0.99%, YTD 13.57%, 1-year 33.09%, 3-year 23.77%, 5-year 17.38%, 10-year 20.01%.

FDTEX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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