FDTZX Mutual Fund

FDTZX Mutual Fund

NAV$27.68
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Returns Overview

1 Month
+1.02%
3 Months
+2.77%
6 Months
+9.10%
YTD
+12.59%
1 Year
+21.34%
3 Years (annualized)
+24.06%
5 Years (annualized)
+15.89%
10 Years (annualized)
+14.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDTZX 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)
+12.59%
Peer Avg (YTD)
+11.21%
vs Peers
+1.38%

FDTZX Mutual Fund Performance

FDTZX performance across multiple time periods: 1-month 1.02%, YTD 12.59%, 1-year 21.34%, 3-year 24.06%, 5-year 15.89%, 10-year 14.96%.

FDTZX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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