FDYZX Mutual Fund

FDYZX Mutual Fund

NAV$215.05
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Returns Overview

1 Month
-0.55%
3 Months
+24.91%
6 Months
+11.29%
YTD
+11.50%
1 Year
+21.04%
3 Years (annualized)
+23.80%
5 Years (annualized)
+9.17%
10 Years (annualized)
+18.81%

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
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)
+11.50%
Peer Avg (YTD)
+16.06%
vs Peers
-4.56%

FDYZX Mutual Fund Performance

FDYZX performance across multiple time periods: 1-month -0.55%, YTD 11.50%, 1-year 21.04%, 3-year 23.80%, 5-year 9.17%, 10-year 18.81%.

FDYZX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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