FDPIX Mutual Fund

NAV$13.47

Returns Overview

1 Month
-2.20%
3 Months
-1.33%
6 Months
-2.99%
YTD
-2.78%
1 Year
-4.45%
3 Years (annualized)
+1.08%
5 Years (annualized)
-1.99%
10 Years (annualized)
-1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDPIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.78%
Peer Avg (YTD)
-30.61%
vs Peers
+27.83%

FDPIX Mutual Fund Performance

FDPIX performance across multiple time periods: 1-month -2.20%, YTD -2.78%, 1-year -4.45%, 3-year 1.08%, 5-year -1.99%, 10-year -1.88%.

FDPIX returns outperform the peer average of -30.61% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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