FDTIX Mutual Fund

FDTIX Mutual Fund

NAV$47.71
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Returns Overview

1 Month
+2.62%
3 Months
+0.41%
6 Months
+10.59%
YTD
+14.19%
1 Year
+20.80%
3 Years (annualized)
+20.70%
5 Years (annualized)
+12.51%
10 Years (annualized)
+15.56%

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)
+14.19%
Peer Avg (YTD)
+8.51%
vs Peers
+5.68%

FDTIX Mutual Fund Performance

FDTIX performance across multiple time periods: 1-month 2.62%, YTD 14.19%, 1-year 20.80%, 3-year 20.70%, 5-year 12.51%, 10-year 15.56%.

FDTIX returns outperform the peer average of 8.51% 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.