FDSSX Mutual Fund

NAV$106.59

Returns Overview

1 Month
+0.89%
3 Months
+19.40%
6 Months
+16.07%
YTD
+15.41%
1 Year
+31.40%
3 Years (annualized)
+21.12%
5 Years (annualized)
+12.33%
10 Years (annualized)
+15.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDSSX 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)
+15.41%
Peer Avg (YTD)
+8.97%
vs Peers
+6.44%

FDSSX Mutual Fund Performance

FDSSX performance across multiple time periods: 1-month 0.89%, YTD 15.41%, 1-year 31.40%, 3-year 21.12%, 5-year 12.33%, 10-year 15.37%.

FDSSX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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