FDTIX Mutual Fund

FDTIX Mutual Fund

NAV$46.67
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Returns Overview

1 Month
-3.13%
3 Months
+2.64%
6 Months
+8.18%
YTD
+10.28%
1 Year
+18.83%
3 Years (annualized)
+19.28%
5 Years (annualized)
+11.89%
10 Years (annualized)
+15.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.28%
Peer Avg (YTD)
+6.23%
vs Peers
+4.05%

FDTIX Mutual Fund Performance

FDTIX performance across multiple time periods: 1-month -3.13%, YTD 10.28%, 1-year 18.83%, 3-year 19.28%, 5-year 11.89%, 10-year 15.13%.

FDTIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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