FDTRX Mutual Fund

FDTRX Mutual Fund

NAV$232.30
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Returns Overview

1 Month
+3.70%
3 Months
-3.85%
6 Months
+15.12%
YTD
+7.84%
1 Year
+12.30%
3 Years (annualized)
+21.59%
5 Years (annualized)
+6.80%
10 Years (annualized)
+18.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTRX 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)
+7.84%
Peer Avg (YTD)
+14.35%
vs Peers
-6.50%

FDTRX Mutual Fund Performance

FDTRX performance across multiple time periods: 1-month 3.70%, YTD 7.84%, 1-year 12.30%, 3-year 21.59%, 5-year 6.80%, 10-year 18.22%.

FDTRX returns trail the peer average of 14.35% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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