FDEXX Mutual Fund

FDEXX Mutual Fund

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Returns Overview

1 Month
+0.14%
3 Months
+0.43%
6 Months
+0.76%
YTD
+0.76%
1 Year
+1.48%
3 Years (annualized)
+2.21%
5 Years (annualized)
+1.80%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDEXX 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
Bloomberg Barclays US Treasury Bill Index(LUATTRUU)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+2.25%
vs Peers
-1.49%

FDEXX Mutual Fund Performance

FDEXX performance across multiple time periods: 1-month 0.14%, YTD 0.76%, 1-year 1.48%, 3-year 2.21%, 5-year 1.80%, 10-year 1.11%.

FDEXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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