FDSSX Mutual Fund

FDSSX Mutual Fund

NAV$107.22
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Returns Overview

1 Month
-0.63%
3 Months
+5.46%
6 Months
+12.33%
YTD
+14.68%
1 Year
+26.89%
3 Years (annualized)
+20.01%
5 Years (annualized)
+12.18%
10 Years (annualized)
+15.00%

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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.68%
Peer Avg (YTD)
+6.23%
vs Peers
+8.45%

FDSSX Mutual Fund Performance

FDSSX performance across multiple time periods: 1-month -0.63%, YTD 14.68%, 1-year 26.89%, 3-year 20.01%, 5-year 12.18%, 10-year 15.00%.

FDSSX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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