FDPSX Mutual Fund

FDPSX Mutual Fund

NAV$11.99
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Returns Overview

1 Month
+0.41%
3 Months
-0.73%
6 Months
-2.30%
YTD
-1.76%
1 Year
-2.94%
3 Years (annualized)
+0.93%
5 Years (annualized)
-2.45%
10 Years (annualized)
-2.59%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.76%
Peer Avg (YTD)
-13.30%
vs Peers
+11.55%

FDPSX Mutual Fund Performance

FDPSX performance across multiple time periods: 1-month 0.41%, YTD -1.76%, 1-year -2.94%, 3-year 0.93%, 5-year -2.45%, 10-year -2.59%.

FDPSX returns outperform the peer average of -13.30% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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