FDYZX Mutual Fund

FDYZX Mutual Fund

NAV$208.53
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Returns Overview

1 Month
-6.79%
3 Months
-0.82%
6 Months
+5.02%
YTD
+3.93%
1 Year
+9.35%
3 Years (annualized)
+19.34%
5 Years (annualized)
+6.77%
10 Years (annualized)
+17.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDYZX 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)
+3.93%
Peer Avg (YTD)
+11.56%
vs Peers
-7.62%

FDYZX Mutual Fund Performance

FDYZX performance across multiple time periods: 1-month -6.79%, YTD 3.93%, 1-year 9.35%, 3-year 19.34%, 5-year 6.77%, 10-year 17.03%.

FDYZX returns trail the peer average of 11.56% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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