FDYNX Mutual Fund

FDYNX Mutual Fund

NAV$150.54
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Returns Overview

1 Month
-6.86%
3 Months
-1.07%
6 Months
+4.51%
YTD
+3.35%
1 Year
+8.27%
3 Years (annualized)
+18.16%
5 Years (annualized)
+5.71%
10 Years (annualized)
+15.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDYNX 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)
+3.35%
Peer Avg (YTD)
+11.56%
vs Peers
-8.21%

FDYNX Mutual Fund Performance

FDYNX performance across multiple time periods: 1-month -6.86%, YTD 3.35%, 1-year 8.27%, 3-year 18.16%, 5-year 5.71%, 10-year 15.87%.

FDYNX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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