FDIVX Mutual Fund

FDIVX Mutual Fund

NAV$54.76
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Returns Overview

1 Month
-1.89%
3 Months
+4.22%
6 Months
+6.46%
YTD
+12.15%
1 Year
+23.24%
3 Years (annualized)
+15.73%
5 Years (annualized)
+7.30%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDIVX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.15%
Peer Avg (YTD)
+6.23%
vs Peers
+5.92%

FDIVX Mutual Fund Performance

FDIVX performance across multiple time periods: 1-month -1.89%, YTD 12.15%, 1-year 23.24%, 3-year 15.73%, 5-year 7.30%, 10-year 9.54%.

FDIVX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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