FDTIX Mutual Fund

NAV$46.76

Returns Overview

1 Month
+1.01%
3 Months
+17.70%
6 Months
+14.88%
YTD
+13.85%
1 Year
+26.12%
3 Years (annualized)
+20.86%
5 Years (annualized)
+12.78%
10 Years (annualized)
+16.18%

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
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)
+13.85%
Peer Avg (YTD)
+8.97%
vs Peers
+4.87%

FDTIX Mutual Fund Performance

FDTIX performance across multiple time periods: 1-month 1.01%, YTD 13.85%, 1-year 26.12%, 3-year 20.86%, 5-year 12.78%, 10-year 16.18%.

FDTIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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