FTSDX Mutual Fund

NAV$19.85

Returns Overview

1 Month
+1.44%
3 Months
+8.53%
6 Months
+13.64%
YTD
+12.80%
1 Year
+22.16%
3 Years (annualized)
+12.91%
5 Years (annualized)
+7.45%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTSDX 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
Fidelity Strategic Dividend & Income Composite Index(^FIDSDINC)
This Mutual Fund (YTD)
+12.80%
Peer Avg (YTD)
+6.73%
vs Peers
+6.07%

FTSDX Mutual Fund Performance

FTSDX performance across multiple time periods: 1-month 1.44%, YTD 12.80%, 1-year 22.16%, 3-year 12.91%, 5-year 7.45%, 10-year 8.95%.

FTSDX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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