FDEIX Mutual Fund

FDEIX Mutual Fund

NAV$30.89
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Returns Overview

1 Month
+1.47%
3 Months
+4.10%
6 Months
+8.35%
YTD
+11.75%
1 Year
+22.80%
3 Years (annualized)
+23.34%
5 Years (annualized)
+16.58%
10 Years (annualized)
+15.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDEIX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.75%
Peer Avg (YTD)
+9.41%
vs Peers
+2.34%

FDEIX Mutual Fund Performance

FDEIX performance across multiple time periods: 1-month 1.47%, YTD 11.75%, 1-year 22.80%, 3-year 23.34%, 5-year 16.58%, 10-year 15.73%.

FDEIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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