FIDSX Mutual Fund

FIDSX Mutual Fund

NAV$17.22
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Returns Overview

1 Month
+3.41%
3 Months
-3.47%
6 Months
+6.64%
YTD
+5.55%
1 Year
+13.90%
3 Years (annualized)
+25.65%
5 Years (annualized)
+10.67%
10 Years (annualized)
+13.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA IMI Financials 5% Capped Linked Index(^MSUIMFIN5)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+9.70%
vs Peers
-4.15%

FIDSX Mutual Fund Performance

FIDSX performance across multiple time periods: 1-month 3.41%, YTD 5.55%, 1-year 13.90%, 3-year 25.65%, 5-year 10.67%, 10-year 13.73%.

FIDSX returns trail the peer average of 9.70% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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