FDFTX Mutual Fund

FDFTX Mutual Fund

NAV$22.25
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Returns Overview

1 Month
+1.17%
3 Months
+0.71%
6 Months
+4.35%
YTD
+7.33%
1 Year
+12.87%
3 Years (annualized)
+15.93%
5 Years (annualized)
+8.00%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDFTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+8.76%
vs Peers
-1.43%

FDFTX Mutual Fund Performance

FDFTX performance across multiple time periods: 1-month 1.17%, YTD 7.33%, 1-year 12.87%, 3-year 15.93%, 5-year 8.00%, 10-year 10.39%.

FDFTX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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