FOTDX Mutual Fund

NAV$30.02

Returns Overview

1 Month
+1.85%
3 Months
+32.82%
6 Months
+27.75%
YTD
+26.91%
1 Year
+57.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOTDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+26.91%
Peer Avg (YTD)
+8.97%
vs Peers
+17.94%

FOTDX Mutual Fund Performance

FOTDX performance across multiple time periods: 1-month 1.85%, YTD 26.91%, 1-year 57.75%.

FOTDX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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