FDIKX Mutual Fund

NAV$55.55

Returns Overview

1 Month
+2.74%
3 Months
+14.94%
6 Months
+14.34%
YTD
+13.25%
1 Year
+32.65%
3 Years (annualized)
+19.31%
5 Years (annualized)
+9.33%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDIKX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+8.97%
vs Peers
+4.28%

FDIKX Mutual Fund Performance

FDIKX performance across multiple time periods: 1-month 2.74%, YTD 13.25%, 1-year 32.65%, 3-year 19.31%, 5-year 9.33%, 10-year 10.91%.

FDIKX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

FDIKX performance comparison shows side-by-side returns with another fund. FDIKX alternatives are available in the Mutual Fund Screener.