FDESX Mutual Fund

FDESX Mutual Fund

NAV$43.81
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Returns Overview

1 Month
-3.11%
3 Months
+2.69%
6 Months
+8.27%
YTD
+11.40%
1 Year
+19.03%
3 Years (annualized)
+19.47%
5 Years (annualized)
+12.02%
10 Years (annualized)
+15.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDESX 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)
+11.40%
Peer Avg (YTD)
+6.23%
vs Peers
+5.17%

FDESX Mutual Fund Performance

FDESX performance across multiple time periods: 1-month -3.11%, YTD 11.40%, 1-year 19.03%, 3-year 19.47%, 5-year 12.02%, 10-year 15.65%.

FDESX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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