FIDRX Mutual Fund

NAV$64.99

Returns Overview

1 Month
+8.82%
3 Months
+16.47%
YTD
+12.67%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FIDRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI/Industrials 25/50(NA)
This Mutual Fund (YTD)
+12.67%
Peer Avg (YTD)
+9.58%
vs Peers
+3.09%

FIDRX Mutual Fund Performance

FIDRX performance across multiple time periods: 1-month 8.82%, YTD 12.67%.

FIDRX returns outperform the peer average of 9.58% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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