FDERX Mutual Fund

FDERX Mutual Fund

NAV$22.28
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Returns Overview

1 Month
+8.48%
3 Months
+1.76%
6 Months
+4.93%
YTD
+13.25%
1 Year
+17.07%
3 Years (annualized)
+18.47%
5 Years (annualized)
+8.15%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDERX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+12.44%
vs Peers
+0.81%

FDERX Mutual Fund Performance

FDERX performance across multiple time periods: 1-month 8.48%, YTD 13.25%, 1-year 17.07%, 3-year 18.47%, 5-year 8.15%, 10-year 9.66%.

FDERX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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