FDEQX Mutual Fund

FDEQX Mutual Fund

NAV$81.26
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Returns Overview

1 Month
+0.65%
3 Months
-1.47%
6 Months
+10.84%
YTD
+11.04%
1 Year
+16.76%
3 Years (annualized)
+20.59%
5 Years (annualized)
+10.47%
10 Years (annualized)
+14.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDEQX 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)
+11.04%
Peer Avg (YTD)
+8.51%
vs Peers
+2.53%

FDEQX Mutual Fund Performance

FDEQX performance across multiple time periods: 1-month 0.65%, YTD 11.04%, 1-year 16.76%, 3-year 20.59%, 5-year 10.47%, 10-year 14.44%.

FDEQX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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