FIDSX Mutual Fund

NAV$15.01

Returns Overview

1 Month
-4.56%
3 Months
-0.13%
6 Months
-1.66%
YTD
-4.86%
1 Year
+4.84%
3 Years
+16.06%
5 Years
+11.54%
10 Years
+12.49%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FIDSX 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 USA IMI Financials 5% Capped Linked Index(^MSUIMFIN5)
This Mutual Fund (YTD)
-4.86%
Peer Avg (YTD)
+2.40%
vs Peers
-7.26%

FIDSX Mutual Fund Performance

FIDSX performance across multiple time periods: 1-month -4.56%, YTD -4.86%, 1-year 4.84%, 3-year 16.06%, 5-year 11.54%, 10-year 12.49%.

FIDSX returns trail the peer average of 2.40% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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