FEDUX Mutual Fund

FEDUX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
+0.26%
3 Months
+0.20%
6 Months
-0.82%
YTD
-0.39%
1 Year
+0.72%
3 Years (annualized)
+1.24%
5 Years (annualized)
-1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FEDUX 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

This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+2.15%
vs Peers
-2.54%

FEDUX Mutual Fund Performance

FEDUX performance across multiple time periods: 1-month 0.26%, YTD -0.39%, 1-year 0.72%, 3-year 1.24%, 5-year -1.41%.

FEDUX returns trail the peer average of 2.15% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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