FDNRX Mutual Fund

NAV$192.51

Returns Overview

1 Month
-0.59%
3 Months
+24.77%
6 Months
+11.03%
YTD
+11.24%
1 Year
+20.45%
3 Years (annualized)
+23.18%
5 Years (annualized)
+8.65%
10 Years (annualized)
+18.85%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.24%
Peer Avg (YTD)
+16.06%
vs Peers
-4.83%

FDNRX Mutual Fund Performance

FDNRX performance across multiple time periods: 1-month -0.59%, YTD 11.24%, 1-year 20.45%, 3-year 23.18%, 5-year 8.65%, 10-year 18.85%.

FDNRX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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