FDFIX Mutual Fund

FDFIX Mutual Fund

NAV$33.24
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Returns Overview

1 Month
+2.80%
3 Months
+1.73%
6 Months
+12.52%
YTD
+12.67%
1 Year
+19.95%
3 Years (annualized)
+20.86%
5 Years (annualized)
+12.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.67%
Peer Avg (YTD)
+11.21%
vs Peers
+1.46%

FDFIX Mutual Fund Performance

FDFIX performance across multiple time periods: 1-month 2.80%, YTD 12.67%, 1-year 19.95%, 3-year 20.86%, 5-year 12.69%.

FDFIX returns outperform the peer average of 11.21% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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