FIDEX Mutual Fund

FIDEX Mutual Fund

NAV$16.52
See how much of FIDEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.55%
3 Months
+5.07%
6 Months
+10.54%
YTD
+11.73%
1 Year
+21.50%
3 Years (annualized)
+17.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA IMI ESG Leaders Index
This Mutual Fund (YTD)
+11.73%
Peer Avg (YTD)
+9.41%
vs Peers
+2.32%

FIDEX Mutual Fund Performance

FIDEX performance across multiple time periods: 1-month -1.55%, YTD 11.73%, 1-year 21.50%, 3-year 17.80%.

FIDEX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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