FNDX ETF

Returns Overview

1 Month
+0.77%
3 Months
+12.10%
6 Months
+15.19%
YTD
+14.18%
1 Year
+28.72%
3 Years (annualized)
+19.55%
5 Years (annualized)
+13.47%
10 Years (annualized)
+14.40%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FNDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This ETF (YTD)
+14.18%
Peer Avg (YTD)
+9.49%
vs Peers
+4.70%

FNDX ETF Performance

FNDX performance across multiple time periods: 1-month 0.77%, YTD 14.18%, 1-year 28.72%, 3-year 19.55%, 5-year 13.47%, 10-year 14.40%.

FNDX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this ETF.

FNDX performance comparison shows side-by-side returns with another fund. FNDX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.77%N/A
3 Months+12.10%N/A
6 Months+15.19%N/A
1 Year+28.72%N/A
3 Years+19.55%N/A
5 Years+13.47%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized