FIDEX Mutual Fund

FIDEX Mutual Fund

NAV$16.58
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Returns Overview

1 Month
-0.96%
3 Months
+0.12%
6 Months
+5.20%
YTD
+11.87%
1 Year
+13.27%
3 Years (annualized)
+22.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDEX 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
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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
MSCI USA IMI ESG Leaders Index
This Mutual Fund (YTD)
+11.87%
Peer Avg (YTD)
+17.72%
vs Peers
-5.85%

FIDEX Mutual Fund Performance

FIDEX performance across multiple time periods: 1-month -0.96%, YTD 11.87%, 1-year 13.27%, 3-year 22.19%.

FIDEX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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