FEDIX Mutual Fund

FEDIX Mutual Fund

NAV$24.03
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Returns Overview

1 Month
-1.14%
6 Months
+8.23%
YTD
+16.72%
1 Year
+32.77%
3 Years (annualized)
+15.87%
5 Years (annualized)
+9.02%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEDIX 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
Msci Emerging Markets Smid Cap Index(.MIEF000D0NUS)
This Mutual Fund (YTD)
+16.72%
Peer Avg (YTD)
+17.66%
vs Peers
-0.94%

FEDIX Mutual Fund Performance

FEDIX performance across multiple time periods: 1-month -1.14%, YTD 16.72%, 1-year 32.77%, 3-year 15.87%, 5-year 9.02%, 10-year 10.16%.

FEDIX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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