FDIAX Mutual Fund

FDIAX Mutual Fund

NAV$11.26
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Returns Overview

1 Month
+0.25%
3 Months
+0.21%
6 Months
-0.37%
YTD
-0.02%
1 Year
+1.47%
3 Years (annualized)
+4.60%
5 Years (annualized)
+1.72%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDIAX 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
Fidelity Limited Term Composite Index
This Mutual Fund (YTD)
-0.02%
Peer Avg (YTD)
+2.15%
vs Peers
-2.18%

FDIAX Mutual Fund Performance

FDIAX performance across multiple time periods: 1-month 0.25%, YTD -0.02%, 1-year 1.47%, 3-year 4.60%, 5-year 1.72%, 10-year 2.00%.

FDIAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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