FDUIX Mutual Fund

FDUIX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
-0.76%
3 Months
+0.97%
6 Months
+1.14%
YTD
+2.02%
1 Year
+4.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDUIX 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

This Mutual Fund (YTD)
+2.02%
Peer Avg (YTD)
+0.23%
vs Peers
+1.79%

FDUIX Mutual Fund Performance

FDUIX performance across multiple time periods: 1-month -0.76%, YTD 2.02%, 1-year 4.65%.

FDUIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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