FDYNX Mutual Fund

NAV$154.45

Returns Overview

1 Month
-0.64%
3 Months
+24.60%
6 Months
+10.75%
YTD
+10.97%
1 Year
+19.85%
3 Years (annualized)
+22.57%
5 Years (annualized)
+7.80%
10 Years (annualized)
+17.47%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+16.06%
vs Peers
-5.10%

FDYNX Mutual Fund Performance

FDYNX performance across multiple time periods: 1-month -0.64%, YTD 10.97%, 1-year 19.85%, 3-year 22.57%, 5-year 7.80%, 10-year 17.47%.

FDYNX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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