FEDTX Mutual Fund

NAV$23.27

Returns Overview

1 Month
+0.13%
3 Months
+11.98%
6 Months
+18.68%
YTD
+17.75%
1 Year
+33.69%
3 Years (annualized)
+17.42%
5 Years (annualized)
+8.15%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEDTX 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)
+17.75%
Peer Avg (YTD)
+23.08%
vs Peers
-5.32%

FEDTX Mutual Fund Performance

FEDTX performance across multiple time periods: 1-month 0.13%, YTD 17.75%, 1-year 33.69%, 3-year 17.42%, 5-year 8.15%, 10-year 10.27%.

FEDTX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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