FDTRX Mutual Fund

FDTRX Mutual Fund

NAV$198.18
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Returns Overview

1 Month
-9.70%
3 Months
-2.04%
6 Months
-2.83%
YTD
+1.87%
1 Year
-3.57%
3 Years (annualized)
+23.54%
5 Years (annualized)
+5.42%
10 Years (annualized)
+17.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTRX 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)
+1.87%
Peer Avg (YTD)
+11.24%
vs Peers
-9.37%

FDTRX Mutual Fund Performance

FDTRX performance across multiple time periods: 1-month -9.70%, YTD 1.87%, 1-year -3.57%, 3-year 23.54%, 5-year 5.42%, 10-year 17.62%.

FDTRX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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