FDTOX Mutual Fund

NAV$41.74

Returns Overview

1 Month
+1.02%
3 Months
+17.65%
6 Months
+14.79%
YTD
+13.76%
1 Year
+25.87%
3 Years (annualized)
+20.52%
5 Years (annualized)
+12.49%
10 Years (annualized)
+14.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.76%
Peer Avg (YTD)
+8.97%
vs Peers
+4.79%

FDTOX Mutual Fund Performance

FDTOX performance across multiple time periods: 1-month 1.02%, YTD 13.76%, 1-year 25.87%, 3-year 20.52%, 5-year 12.49%, 10-year 14.57%.

FDTOX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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