FEDIX Mutual Fund

NAV$23.72

Returns Overview

1 Month
+0.18%
3 Months
+12.16%
6 Months
+18.98%
YTD
+18.06%
1 Year
+34.36%
3 Years (annualized)
+18.02%
5 Years (annualized)
+8.73%
10 Years (annualized)
+10.89%

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
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
Msci Emerging Markets Smid Cap Index(.MIEF000D0NUS)
This Mutual Fund (YTD)
+18.06%
Peer Avg (YTD)
+23.08%
vs Peers
-5.02%

FEDIX Mutual Fund Performance

FEDIX performance across multiple time periods: 1-month 0.18%, YTD 18.06%, 1-year 34.36%, 3-year 18.02%, 5-year 8.73%, 10-year 10.89%.

FEDIX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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