FDPSX Mutual Fund

NAV$12.25

Returns Overview

1 Month
-2.26%
3 Months
-1.54%
6 Months
-3.51%
YTD
-3.27%
1 Year
-5.62%
3 Years (annualized)
+0.20%
5 Years (annualized)
-2.94%
10 Years (annualized)
-2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDPSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.27%
Peer Avg (YTD)
-30.61%
vs Peers
+27.33%

FDPSX Mutual Fund Performance

FDPSX performance across multiple time periods: 1-month -2.26%, YTD -3.27%, 1-year -5.62%, 3-year 0.20%, 5-year -2.94%, 10-year -2.81%.

FDPSX returns outperform the peer average of -30.61% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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