FDNRX Mutual Fund

FDNRX Mutual Fund

NAV$188.50
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Returns Overview

1 Month
-6.83%
3 Months
-0.95%
6 Months
+4.76%
YTD
+3.64%
1 Year
+8.80%
3 Years (annualized)
+18.73%
5 Years (annualized)
+6.54%
10 Years (annualized)
+17.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDNRX 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)
+3.64%
Peer Avg (YTD)
+11.56%
vs Peers
-7.92%

FDNRX Mutual Fund Performance

FDNRX performance across multiple time periods: 1-month -6.83%, YTD 3.64%, 1-year 8.80%, 3-year 18.73%, 5-year 6.54%, 10-year 17.20%.

FDNRX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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